Kurtis Finkel

Paul Oakley is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in financial services. His expertise encompasses retirement income planning, tax-efficient investing, portfolio management, and services tailored for endowments, foundations, non-profits, defined benefit plans, and small business strategies. Paul also focuses on employee financial health, liquidity management, managing new wealth, and serves clients in the sports and entertainment sectors. Paul holds a Bachelor’s degree in Political Science from Rutgers University and has a background in Securities Law and Compliance. He maintains several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Paul serves as President of the Lisa Oakley Memorial Foundation, a non-profit organization funding cancer research and patient care in the South Jersey and Philadelphia area. He resides in Egg Harbor Township and enjoys baseball, music, reading, swimming, and writing in his personal time.

Jay Weiner serves as a Senior Resident Director at Merrill in the Atlantic County, New Jersey office. He is a CERTIFIED FINANCIAL PLANNER® professional, designated by the Certified Financial Planner Board of Standards, Inc., and holds FINRA series 3, 7, 9, 10, and 66 registrations along with health and life insurance licenses. Jay joined Merrill Lynch Wealth Management in 1998 and has developed a practice focused on building long-term financial advisory relationships tailored to each client’s unique investment goals, risk tolerance, time horizon, and liquidity needs. His expertise encompasses employee benefits planning, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Through Merrill, Jay provides a broad range of financial strategies and investment services with a particular emphasis on retirement planning, supported by firm specialists and BofA Global Research. He is also a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jay holds a bachelor’s degree from the University of South Florida. Beyond his professional career, Jay is involved in community activities and serves on the Atlantic City Education Foundation Board of Trustees. He is a past president of Congregation Beth Judah in Ventnor, New Jersey, and supports environmental efforts with Clean Ocean Action. Jay resides in Margate, New Jersey, with his wife and three children. His personal interests include cooking, gardening, pickleball, running, tennis, and spending time with his family.

Adam Goldman is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, leading the Goldman Group. He provides personalized wealth management counseling to affluent individuals, families, business owners, and professionals. His practice focuses on areas such as retirement income planning, portfolio management, family wealth strategies, education planning, divorce transition planning, socially responsible and ESG investing, and investment consulting for defined contribution plans. Adam began his career at Merrill as a high school intern and has been with the firm since graduating from Dickinson College in 1990. He also completed a certificate program in international economics at Cambridge University. He holds several professional designations, including Certified Divorce Financial Analyst® (CDFA), Chartered Retirement Planning Counselor™ (CRPC), Certified Investment Management Analyst® (CIMA), and Certified Plan Fiduciary Advisor™ (CPFA). Residing with his wife Emily in Lafayette Hill, PA, Margate, NJ, and Boca Raton, FL, Adam supports charitable organizations such as the Burn Prevention Foundation, Jewish Relief Agency, and Southern Jersey Family Medical Centers. His personal interests include running, pickleball, audiobooks, chess, fishing, music, reading, traveling, and watching movies.

Azim Mahmood is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and saving for unexpected events. Additionally, he offers access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. Mr. Mahmood holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Atlantic City High School. He emphasizes building relationships by taking the time to understand what matters to clients and their families, enabling him to provide ongoing advice that adapts to their evolving needs.

Joseph Somers is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1997, he has focused on helping clients develop financial strategies tailored to their goals, guiding them through economic recessions, global crises, and significant life events. Joseph leads the Somers Gibson Group, emphasizing a holistic approach to wealth management by integrating Merrill’s investment insights with Bank of America’s banking services to address clients’ financial needs comprehensively. Joseph holds a Bachelor of Science degree in Finance with a minor in Economics from the University of Delaware. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Investment Management Analyst®, a CERTIFIED PLAN FIDUCIARY ADVISOR, a Personal Investment Advisor, and a Retirement Accredited Financial Advisor. His client focus areas include family wealth management strategies, legacy planning, and personal retirement planning. Joseph has been recognized on Forbes’ "Best-in-State Wealth Advisors" list in 2022 and 2023. Residing in Egg Harbor Township, New Jersey, Joseph is active in his community as a Board Member of the Greater Atlantic City Chamber of Commerce, a member of the Rotary Club of Somers Point, and a church volunteer. He lives with his wife and two children and enjoys hiking, pickleball, skiing, and spending time with his family.