Sarah Swofford

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.

Kurtis Finkel is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Finkel Group. He joined the group in 2012 following the completion of his education, which includes a bachelor's degree in economics from Rollins College in Winter Park, Florida, and an MBA in entrepreneurship and marketing from The Crummer Graduate School of Business at Rollins College in 2010. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. With over a decade of experience at Merrill Lynch, Kurtis focuses on helping clients understand their financial situations and aligning investment strategies with their goals and risk profiles. His client services include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, services for endowments and non-profits, personal retirement planning, portfolio management, and retirement income planning. Kurtis and The Finkel Group work with a select number of clients, allowing them to provide tailored financial strategies that meet each client’s unique needs. Kurtis resides in Linwood, New Jersey. His personal interests include boating, fishing, golfing, scuba diving, soccer, and spending time with his family.