Dana Kopp

Joseph Mariani serves as Senior Resident Director and Financial Advisor with Merrill Lynch Wealth Management. He specializes in capital preservation and growth strategies, including wealth management services, asset allocation, investment selection, options and hedging, income tax minimization, and asset management utilizing global top managers. His client focus areas encompass divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and small business strategies. Mr. Mariani graduated from Providence College in 1989 with a bachelor's degree in Political Science. Following his education, he embarked on a career as a Naval Aviator, flying two different carrier-based aircraft before transitioning to wealth management. In 2007, he earned the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. He also holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Mr. Mariani has been recognized by Forbes in their "Best-in-State Wealth Advisors" list in multiple years and as a member of the McBride Mariani Group on the "Best-in-State Wealth Management Teams" list. Beyond his professional pursuits, Joseph Mariani resides in Waterford, Connecticut with his wife and two sons. He is a member of the VFW and American Legion and contributes to his community through involvement with Waterford American Legion Baseball and serving on the Mitchell College Board of Trustees. His personal interests include baseball, cooking, and skiing.

Jeffrey Fazio is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 1989 and joined Merrill Lynch in 1994. He holds a Bachelor's Degree in Finance from New York University and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With over 25 years of experience, Jeffrey focuses on providing proactive advice and guidance in areas such as professional investment management, liability structuring, philanthropic planning, trust and estate strategies, education planning, family wealth management strategies, and managing new wealth. He designs integrated wealth planning initiatives tailored to clients’ investment preferences, time frames, cash-flow needs, and life priorities. Jeffrey and his wife live in Brooklyn, NY, where they raised their two daughters. Outside of work, he enjoys sailing on Fisher’s Island Sound, playing bass guitar in a cover band in New York City, boating, golfing, music, and traveling.

Richard Sullivan is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has been serving clients since joining Merrill as a financial advisor in 1989. With 36 years of experience in the financial services industry, Richard and his team specialize in wealth management planning for entrepreneurs, business owners, and high net-worth families. Richard is a qualified Portfolio Manager who provides traditional investment advice and guidance, as well as develops and manages personalized investment strategies that may include individual stocks, bonds, and third-party managers. His professional designations include Certified Plan Fiduciary Advisor (CPFA®), Retirement Accredited Financial Advisor (RAFA), and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from Connecticut College. In addition to his professional work, Richard has been actively involved in his community, having served as Past President of the Old Saybrook Rotary Club. He emphasizes working one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals.