Financial advisors in New York for Tax Planning

Michael Silverstein is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides financial planning and investment management services to clients, focusing on wealth management strategies. Michael holds several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from New York University.

Daniel Krystyniak is a Senior Financial Advisor and Senior Vice President based at the 75 Rockefeller Plaza branch of Merrill Lynch Wealth Management. He specializes in providing individually tailored investment and wealth management strategies to a select group of affluent clients. Daniel focuses on understanding clients' specific situations and goals to develop personalized advice and access to specialized investment services, assisting with portfolio management, cash management, retirement planning, and comprehensive wealth preservation and transfer services. Daniel holds a Bachelor’s Degree from Iona College and has earned the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning Institutes Corp. He also holds the Personal Investment Advisor (PIA) professional designation. Daniel employs a holistic, data-driven approach to investing, collaborating with clients’ other advisors to address tax, estate, and wealth transfer planning. His professional practice includes expertise in divorce transition planning, legacy planning, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Outside of his professional role, Daniel participates in community volunteering and enjoys personal interests such as fishing, hiking, and traveling. He has been married to his wife, Christa, for 25 years, and they have three children.

Hannah Stack is a Financial Advisor at Merrill Lynch Wealth Management. She began her career after earning a Bachelor's and a Master's degree in Finance from the University System of Maryland. Hannah started her professional journey at Bloomberg in New York City, where she worked as a senior equity analyst and served as the global content manager for technical analysis. In that role, she led client trainings, onboarded new hires, and collaborated across product, engineering, and sales teams to improve equity and derivatives workflows. Hannah later transitioned to wealth management, choosing to return to Maryland to pursue this new chapter. She holds several professional credentials including the Chartered Retirement Planning Counselor™ designation and FINRA registrations Series 7, Series 66, and SIE. Her areas of client focus include college education planning, executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, employee financial health, managing new wealth, women and wealth, tax minimization, and retirement income. Outside of her professional work, Hannah is a 200-hour registered yoga teacher and participates in activities such as biking, cooking, gardening, golfing, reading, running marathons, skiing, swimming, and tennis.

Courtney Burton is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been providing financial advisory services since 2000. She holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and maintains multiple FINRA registrations, including Series 7, 63, 65, 31, 9, and 10. As a Senior Portfolio Advisor within the Firm's Investment Advisory Program, Courtney manages discretionary custom investment strategies, utilizing a broad range of Merrill model portfolios and third-party options. With over two decades of experience advising high net worth clients, Courtney specializes in areas such as corporate executive services, education planning, executive compensation, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. She works closely with affluent individuals, families, small businesses, and institutions to develop tailored strategies for asset and liability management, tax reduction, and income and asset preservation. Courtney earned her bachelor's degree from the University of Delaware. Courtney resides in Westport, Connecticut with her husband and two children. Her personal interests include baseball, reading, traveling, and spending time with her family. She is also involved with her children's school community.

Angel Sanchez is a Financial Advisor with Merrill Lynch Wealth Management. With over 20 years of experience, he works closely with clients to understand their short-, mid-, and long-term financial goals. His areas of expertise include personal retirement planning, college and education planning, family wealth management strategies, legacy planning, portfolio management, small business strategies, and individual and corporate investment strategies. He provides clients with guidance on general investing, retirement planning, and savings, while also offering access to Bank of America specialists for additional banking, credit, and home financing solutions. Born in the Dominican Republic and raised in Northern New Jersey, Angel is fluent in both English and Spanish, enabling him to connect with a diverse range of clients. He holds a Personal Investment Advisor (PIA) designation and is registered under NMLS number 599071. Angel attended Montclair State University, where he did not complete a degree, and earned his high school diploma from Passaic High School. Outside of his professional work, he enjoys baseball, basketball, dancing, drawing, football, hiking, horseback riding, music, traveling, and watching movies. Angel lives in Northern New Jersey with his wife Jennifer and their three sons.

John Marinelli is a Financial Advisor with The Erdmann Group at Merrill Lynch Wealth Management. In this role, he works alongside partners Andrew Billinghurst and Craig Andrzejewski to develop and implement personalized financial strategies for senior executives, business owners, athletes, entrepreneurs, and ultra-affluent families. His approach involves a comprehensive understanding of each family’s full financial picture, addressing everything from daily cash flow to long-term aspirations, while adapting to life’s evolving circumstances. John brings extensive experience from his previous career as a Football Coach at the University of Arizona, Illinois, Connecticut, and as a High School Head Coach. He draws parallels between coaching and advising, applying leadership, strategic planning, risk management, and adaptability to help clients manage complex financial situations. The team’s expertise includes business sales, concentrated stock positions, generational wealth transfer, and major liquidity events, emphasizing customization and service. John holds a Bachelor’s Degree from Trinity College, a Master’s Degree from Manhattanville College, and a Personal Investment Advisor (PIA) professional designation. Outside of his professional work, he has personal interests in baseball, football, hockey, golf, pickleball, running, skiing, cooking, spending time with his family, and watching movies.

Bruce Uber is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2005 after working in a private family office and works with affluent individuals, families, business owners, non-profits, and institutional clients. Bruce’s advisory expertise encompasses retirement, tax, trust, estate, and insurance planning strategies. Bruce holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation granted by the Certified Financial Planning Board of Standards as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science in Business Management from Boston University and a Master of Business Administration in Finance from the Graduate School of Business Administration at Fordham University. Bruce also attended Columbia University. Residing in Manhattan with his wife, Bruce enjoys traveling and the arts. He is also a marathon runner supporting The Michael J. Fox Foundation for Parkinson's Research.

John O’Neill is a Wealth Management Advisor with Merrill Lynch Wealth Management. Based in midtown Manhattan with a satellite office near San Francisco, he leads a 19-person team serving affluent individuals, families, foundations, and small business retirement plans across the United States. In his role, John oversees the strategic vision and direction of the 712 Group, ensuring that comprehensive wealth management plans are effectively designed and implemented. John’s expertise includes family wealth management strategies, legacy planning, portfolio management, liquidity management, tax minimization, and services tailored to endowments, foundations, and defined benefit plans. He collaborates with clients’ other professional advisors, such as CPAs and tax attorneys, to coordinate financial plans that integrate all aspects of their financial lives. John holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Certified Private Wealth Advisor® (CPWA®) designation, the Chartered Retirement Planning Counselor™ (CRPC™) credential, and is a qualified Portfolio Manager within Merrill Lynch’s advisory programs. He earned a bachelor's degree from Providence College and is fluent in English and Spanish. John was recognized in Forbes’ “America’s Top Next-Generation Wealth Advisors” lists in 2018 and 2019, as well as the “Best-in-State Wealth Advisors” lists in 2021 and 2022. Outside of his professional work, John enjoys basketball, chess, golfing, reading, running, spending time with his family, and traveling.

John O'Neill is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves as managing partner and co-leader of the 712 Group, overseeing the strategic vision and direction of the team. John is responsible for creating and managing the team’s planning and review process to ensure consistent implementation of their financial philosophies and strategies. John works with affluent families, corporate executives, business owners, philanthropic organizations, and pension plans. He coordinates the multiple aspects of clients' financial lives, collaborating closely with CPAs and tax/estate attorneys to develop synchronized, evolving wealth management plans. His expertise includes family wealth management, legacy planning, tax minimization, portfolio management, and services tailored for endowments, foundations, and defined benefit plans. Additionally, John is qualified within Merrill Lynch as a Portfolio Manager, authorized to build and manage personalized investment strategies. John holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Certified Private Wealth Advisor® (CPWA®) designation, and the Chartered Retirement Planning Counselor™ (CRPC™) credential. He earned a bachelor’s degree from Providence College. John is bilingual, speaking English and Spanish. He lives in Bedford, New York, and his personal interests include basketball, chess, golfing, reading, running, spending time with family, and traveling.

Liang Shen is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and businesses take control of their finances and achieve financial priorities through personalized investment advice, tax-efficient strategies, estate services, and comprehensive financial planning. His client services include corporate executive services, family wealth management, institutional investment consulting, international wealth management, legacy planning, liquidity management, and retirement planning. Shen has a background in Finance, Economics, Business Administration, and Management, with extensive experience in financial modeling, analysis, forecasting, valuation, and portfolio management. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His education includes a Bachelor's degree from Shanghai Normal University, and multiple Master's degrees including an MBA from Hult International Business School and degrees from Harrisburg University of Science and Technology. He is proficient in English, Mandarin, Chinese, and Shanghainese. Outside of his professional work, Liang Shen has interests in dancing, hiking, music, photography, reading, running, singing, swimming, watching movies, and writing. His approach emphasizes identifying what matters to clients and their families to develop strategies to pursue their financial goals.