Scott Morris

Elena Stein is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Elena works closely with clients to develop flexible investment plans that adapt to changing market conditions, leveraging the resources of Merrill and Bank of America. Her areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, women and wealth, and retirement income. Elena holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Texas System. Outside of her professional work, Elena enjoys dancing, gardening, hiking, skiing, traveling, and yoga. Her approach centers on working one-on-one with clients to develop financial strategies aimed at achieving their long-term objectives.

Mitchell Winter is a Private Wealth Advisor and founding partner of the Winter-Stein-Potvin-Hokin Group at Merrill Private Wealth Management. He specializes in serving ultra-high net worth families by simplifying and streamlining their complex financial affairs. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and special needs planning strategies. He holds a Bachelor's Degree from Lafayette College and has earned the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Mitchell is committed to personalized wealth management strategies, working closely with clients to develop tailored financial plans that align with their long-term goals. Mitchell has been an Upper West Sider in New York City throughout his adult life and has been married for 41 years with three children and one granddaughter. He participates in community activities and dedicates time to mentoring interns and externs at Lafayette College as well as supporting MS Hope for a Cure. His personal interests include golfing, hiking, skiing, spending time with family, and traveling.

Anthony Brookfield is a Private Wealth Manager with Merrill Private Wealth Management. In his role, he works closely with a selective group of ultra-high-net-worth individuals and families to provide disciplined portfolio oversight and develop investment strategies. He integrates tax, estate, and philanthropic planning to ensure a cohesive financial framework for his clients. Anthony specializes in advising business owners during critical transition periods, including pre-liquidity planning and post-exit capital deployment, assisting them in transforming enterprise value into lasting family wealth. He also guides senior executives on equity-based compensation, covering concentrated and restricted stock strategies, while implementing risk management and multigenerational governance structures aimed at preserving wealth. He holds a Bachelor of Arts degree in Economics from the University of California, Davis, and an MBA in International Business and Finance from Columbia Business School. Anthony is designated as a Personal Investment Advisor (PIA).

Brad Green is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nearly 40 years of experience in the financial services industry. He founded The Green Group 24 years ago to serve a select clientele of accomplished individuals, including attorneys, financial professionals, and business owners. His approach emphasizes frequent communication and strategic decision-making, aiming to help clients manage wealth effectively while addressing challenges proactively. Brad holds the Certified Private Wealth Advisor® designation and has completed accredited certificate programs at the University of Pennsylvania and the University of Chicago. He earned a Bachelor of Science degree from West Chester University of Pennsylvania. His professional affiliations include Merrill Lynch Wealth Management. Outside of his professional commitments, Brad supports St. Jude Hospital and engages in personal interests such as golfing, ice hockey, music, reading, skiing, surfing, swimming, and yoga.