Advisor at Merrill
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Chad Ferri is a Financial Advisor with Merrill Lynch Wealth Management and a managing partner of the Heckmann Ferri McLaughlin team. He began his career at Merrill in 2019 as an intern before gaining experience in the downtown Pittsburgh office working with various financial advising teams. In 2020, he returned to Greensburg and served in an administrative role, later joining the Financial Advisor Program in 2022. Chad focuses on family wealth management strategies, personal retirement planning, and retirement income, aiming to provide comprehensive financial advice that simplifies clients’ lives and helps build a successful future.
Chad holds a Bachelor of Science in Finance – Investment Management from Saint Vincent College, where he graduated in 2019. He also holds the Personal Investment Advisor (PIA) designation and is involved with the Saint Vincent College Alumni Council. His experience spans client and account servicing as well as deepening relationships with clients and prospective clients seeking financial guidance.
Outside of his professional work, Chad enjoys traveling, boating, gardening, golfing, hiking, skiing, watching movies, spending time with his nephews, and cultivating his houseplant collection.
Bank of America, N.A.
2022 - Present (4 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - Present (7 years)
Giannillis II
2017 - 2020 (3 years)
Saint Vincent College
2014 - 2019 (5 years)
ChFC®, Series 63, Series 66
Greensburg, PA
Edward Jones
CFP®, Series 66
Greensburg, PA
Edward Jones
Series 66
Irwin, PA
Edward Jones
Series 63, Series 66
Monroeville, PA
Edward Jones
Series 63, Series 65
Pittsburgh, PA
Edward Jones
Series 63, Series 65, Series 66
Greensburg, PA
Merrill
Wendy Semkus serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those goals. She provides ongoing advice, adjusting plans as clients’ situations change. Wendy’s expertise encompasses a range of personal financial priorities, including purchasing a home, funding education, managing elder care, and preparing for healthcare needs. She brings a focus on aligning financial plans with clients' unique perspectives and objectives. Wendy holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Mount St. Mary's University.
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