Travis Bert

Gregg Pfeffer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1998 and has since developed expertise in wealth management, focusing on various client needs including college education planning, corporate benefits, divorce transition planning, family wealth management strategies, and retirement income. Gregg provides personalized service by delivering a Personal Wealth Analysis to clients and leverages digital tools and integrated services such as banking, mortgages, and trusts offered through Bank of America. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gregg earned a bachelor's degree from Allegheny College. In addition to his professional role, Gregg serves as a committee member of the Northwest Pennsylvania chapter of Ducks Unlimited. He is also involved in community activities through his support of non-profit organizations making an impact within the Erie community. Outside of work, Gregg enjoys golfing, hunting, and spending time with his family.

Scott Lyons is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 28 years of experience in the financial services industry. He has spent 23 years at Merrill Lynch, following prior employment at Dreyfus Investments. His areas of expertise include education planning, family wealth management strategies, and legacy planning. Scott holds a Bachelor's degree from Tufts University and a Master's degree from Pennsylvania State University. He is also a Personal Investment Advisor (PIA). Outside of his professional work, Scott is involved with Erie Mission and enjoys golfing, reading, and spending time with his family.

Lauren Bauer is the Resident Director and a Wealth Management Advisor at Merrill. She joined Merrill in 2015 as a Financial Advisor and currently serves as the Resident Director of the Erie, PA office. Lauren works with individuals and organizations to plan and invest for retirement and other financial goals, emphasizing simplicity, transparency, and a disciplined process. Lauren holds a Bachelor's degree from the University of Dayton and completed a rigorous program at the Chicago Booth School of Business. She has earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™, the Certified Plan Fiduciary Advisor® (CPFA) designation, and holds internal designations as a Senior Retirement Benefits Consultant and Personal Investment Advisor. She focuses on both individual wealth management and corporate and nonprofit retirement plan consulting. Lauren is involved in her community through various organizations. She serves on the Board of Trustees for the Erie Community Foundation and is a member of the Erie Women's Fund, Women United for Community Schools, and UPMC Safe Harbor Behavioral Health.