user avatar

Martial Frindethie

Advisor at The Millstone Evans Group, LLC

Updated today
The Millstone Evans Group, LLC logo

Firm

The Millstone Evans Group, LLC

Location

Vernon, NJ

Credentials

Series 65

Industry experience

5 years

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops Blogs and podcasts

Fee options

Fixed

Flat fees negotiated for standalone financial planning services, generally up to $4,000 maximum

Percentage

$0+: Negotiable up to 2.00% $0+: Sub-Advisory Wrap Program: 0.20% - 0.60% of total fee charged by third-party manager

Project-based

Hourly rate negotiated at time of engagement for standalone financial planning/consulting

Other

Fee-only: Flat fee or hourly rate for standalone financial planning, generally up to $4,000 maximum

Work history

The Millstone Evans Group, LLC

2021 - Present (5 years)

Raymond James & Associates, inc.

2011 - 2021 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Thomas D

Series 63, Series 66

Branchville, NJ

Edward Jones

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Wealth management Inheritance planning General estate planning guidance Executive

Scott K

Series 66

Chester, NY

Merrill

Scott Kendrick is the Senior Resident Director - Wealth Management Advisor at Merrill Lynch Wealth Management in Middletown, NY. He co-founded and serves as managing partner of The Kendrick-Collesano Wealth Management Group and has been with Merrill since 1999. In his role, Scott leads a team of professionals and acts as the national liaison between Resident Directors and Merrill’s senior management. Scott’s expertise encompasses comprehensive wealth management services, including retirement planning, asset and risk management, tax minimization strategies, wealth transfer, private banking, and complex lending strategies. He has earned the Chartered Retirement Planning Counselor™ (CRPC) designation from the College for Financial Planning and holds multiple FINRA licenses, including Series 7, 66, 31, 9, and 10, as well as Life, Accident, and Health insurance licenses. His work has been recognized by Forbes, naming him to their “Best in State Wealth Advisors” list from 2022 through 2024, and his team was featured on the 2024 "Best-in-State Wealth Management Teams" list. Before joining Merrill, Scott was selected in the 7th round of the 1993 MLB amateur draft by the Chicago Cubs. He holds a bachelor's degree in business and economics with a minor in marketing and finance from SUNY Oneonta. Scott serves as Vice Chairman of the Garnet Health Foundation and resides in Sugarloaf, NY with his wife, two daughters, and their Shih Tzu. In his free time, he enjoys family activities, golf, yard work, snowmobiling, and spending time with friends.

General retirement planning Retirement income strategy Income planning Wealth management General estate planning guidance Founder/Business Owner Executive Approaching retirement Retired

Ulana E

CFP®, Series 66

Port Jervis, NY

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management ESG / Sustainable investing

Thomas R

Series 66

Sparta, NJ

Merrill

Thomas Rocco is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2010, bringing a comprehensive understanding of the financial challenges and opportunities faced by corporate executives and private business owners. Thomas focuses on providing personalized wealth management strategies, emphasizing transparent communication and a thorough understanding of his clients’ aspirations and concerns. His approach involves translating complex financial concepts into clear, accessible advice to help clients pursue their goals, whether achieving near-term milestones, sustaining retirement lifestyles, or planning for future generations. Thomas holds a CERTIFIED FINANCIAL PLANNER® designation, along with credentials such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned master’s degrees from the University of California Berkeley and Columbia University, as well as a bachelor’s degree from the University of Tennessee System. His client focus encompasses areas including divorce transition planning, executive compensation, equity compensation services, retirement income, socially responsible investing, and small business strategies. In addition to his professional work, Thomas contributes to his community by serving as a financial literacy instructor for NORWESCAP. Outside of his advisory practice, he enjoys fishing, football, music, reading, spending time with his family, surfing, tennis, and yoga.

Wealth management Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner

Douglas S

Series 66

Sparta, NJ

Merrill

Douglas Sheroff is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2016, he has applied his expertise to help clients understand their current financial situation, define their future goals, and develop efficient strategies to achieve those objectives. His approach emphasizes personalized financial planning, designed around the unique needs, aspirations, and priorities of each client and their family. Mr. Sheroff is a Certified Financial Planner (CFP®) professional and a qualified Senior Portfolio Advisor. He holds Series 7 and Series 66 FINRA registrations, as well as all applicable insurance licenses for the states in which he conducts business. He earned a Bachelor of Science degree in Entrepreneurship and Small Business Management from Quinnipiac University School of Business. His areas of focus include family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, sports and entertainment, tax minimization, and retirement income. Active in his community, Douglas participates in the local Chamber of Commerce and is a member of Musconetcong Lodge #42 F&AM in Mt. Olive. He supports the Intrepid Fallen Heroes Fund, which aids active and retired Armed Forces members and their families returning from combat with traumatic brain injuries. Outside of work, he enjoys adventure sports, boating, cooking, golfing, skiing, and traveling.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance

Timothy D

Series 63, Series 65, Series 66

Branchville, NJ

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")