Skip To Content

The Erdmann Group

Private Wealth Advisors

2 PICKWICK PLAZA, FLOOR 3

GREENWICH, CT 06830

800.256.3987

Directions to branch Directions to branch Directions
Share this page Share this page Share page

Learn more about an advisor's
background on FINRA's BrokerCheck

About us

The Erdmann Group

The Erdmann Group is a wealth management team headquartered in Greenwich, Connecticut. Our leader, Jeff Erdmann, has garnered a number of national accolades:

  • Forbes: Named #1 on Forbes "America Top Wealth Advisor" list in 2016.1
  • Barron’s: Top 100 Financial Advisors in the Nation, 2004 – 2016, including the Number 1 Advisor at Merrill Lynch from 2009 – 2016.2
  • Barron’s: Top Advisor Rankings, State-by-State, 2009 – 2017.3
  • Financial Times: Top 400 Financial Advisors, 2017.4
  • Research Magazine: Advisor Hall of Fame, 2010.5

    We are a 25 member team, serving approximately 150 households that have entrusted us with over $7.5 billion in assets, as of January 2017. We are relentless in our focus on risk-adjusted performance relative to a client’s long-term goals. We bring a warmth, compassion, and coordination to wealth management that clients find distinctive.

  • Helping Families Navigate Significant Wealth

    Clients’ lifestyle needs, cash-flow requirements, and wealth preservation goals are the foundation of our work. We begin by asking what matters to the families we serve, and we never stop asking that question. We have built our team from the ground up to respond to the needs of significant wealth.

    We have extensive experience advising clients before, during, and after life’s transitions:

  • Purchase, sale, merger, or transfer of a business

  • Family transitions, such as births, weddings, deaths, or divorces

  • Executive decisions, such as retirement, deferred compensation or taxes, board involvement, or gifting of a business
  • Focused on Consistency

    We work with highly successful families who have created significant wealth through years of hard work and sacrifice. We help these clients preserve, deploy, and diversify that wealth effectively. Our first priority is to help families maintain their lifestyles through varied environments.

    As wealth managers, we resist fads and group think. We focus our energies on identifying the managers and strategies that we believe can deliver consistent, prudent returns. We offer access to preeminent investment advisors across the globe; we continually assess investment allocations relative to a client’s risk profile and return objectives.

    A Balanced Approach to Life and Wealth

    We recognize that affluence can place unusual demands on families. We offer a range of services to promote lasting legacies through the positive transmission of values and wealth. Specifically, we work with highly respected professionals who can facilitate constructive dialogue about a family’s collective vision and expectations of wealth for multiple generations.

    We also work with clients to nurture a balanced approach to life and wealth, encompassing multiple priorities: family, health, career, and philanthropy. We believe strongly that “success” has many definitions and we strive to be a critical resource for families as they pursue engaged and fulfilled lives.

    An Emphasis on the Family

    We recognize that affluence can place unusual demands on families. We offer a range of services to promote the positive transmission of values and wealth between generations. Specifically, we partner with highly respected professionals who can facilitate constructive dialogue within families about their collective vision and expectations of wealth. These sessions enable families to defuse the potential pressures that accompany wealth so that they can more fully enjoy the responsibilities and opportunities that affluence presents.

    _________________________________________

    1 As published in the August 2016 issue of Forbes. Visit www.forbes.com/top-wealth-advisors/ for more information about the measures used to determine the rankings. Merrill Lynch and any of its affiliates does not monitor or maintain the information available on the external web sites mentioned nor represent or guarantee that such web sites are accurate or complete, and they should not be relied upon as such.

    22004-2016 Top 100 Advisor Methodology Summary: America’s Top 100 Financial Advisors list. Advisors considered for the "America's Top 100 Financial Advisors list" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

    3Barron's "America's Top 1,200 Financial Advisors: State-by-State" list, March 6, 2017. For more information about the selection criteria, go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.

    4Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2017). For more information about the selection criteria, go to FT 400 Top Financial Advisors page.

    5In its November 30, 2010 issue, Research Magazine published its 2010 Advisor Hall of Fame. Each candidate must meet certain quantitative thresholds such as their years of industry experience and client assets in their book of business, as well as qualitative factors such as superior client service, recognition from peers & community, and is ultimately selected by a panel of four distinguished judges.

    CDFA® and Certified Divorce Financial Analyst® are registered trademarks of The Institute for Divorce Financial Analysts™.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

    Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

    CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

    Investment Management Consultants Association (IMCA®) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed IMCAs initial and ongoing credentialing requirements for wealth advisors.

    Asset allocation does not ensure a profit or protect against loss in declining markets.

    Meet the team

    Back to team

    John F. Erdmann III (Jeff)

    Managing Director

    Private Wealth Advisor

    800.256.3987

    800.256.3987

    jeff_erdmann@ml.com

    Add to address book

    Read Bio

    Rob Giannetti, CIMA®

    Managing Director

    Private Wealth Advisor

    203.861.5951

    203.861.5951

    rob_giannetti@ml.com

    Add to address book

    Read Bio

    Mark Brookfield, CFP®

    Senior Vice President

    Private Wealth Manager

    203.861.5962

    203.861.5962

    mark_brookfield@ml.com

    Add to address book

    Read Bio

    Thomas R. Moran, Jr., CIMA®

    Vice President

    Private Wealth Relationship Manager

    203.861.5966

    203.861.5966

    thomas.moran@ml.com

    Add to address book

    Read Bio

    Victoria McGruder, CPWA®

    Private Wealth Analyst Relationship Management

    203.861.5907

    203.861.5907

    victoria.mcgruder@ml.com

    Read Bio

    Carey Wunsch

    BD Registered Client Associate

    203.861.5982

    203.861.5982

    carey_wunsch@ml.com

    Add to address book

    Read Bio

    Chelsea Cammarota

    Reg Private Wealth Assoc

    203.861.5986

    203.861.5986

    chelsea_cammarota@ml.com

    Read Bio

    Ken Doyle

    Private Wealth Assoc

    203.861.5914

    203.861.5914

    kenneth_doyle@ml.com

    Read Bio

    Tay Dalley

    Private Wealth Assoc

    203.861.5970

    203.861.5970

    theadeen_dalley@ml.com

    Read Bio

    Patricia Scussel

    Sr Private Wealth Assoc

    203.861.5919

    203.861.5919

    patricia_scussel@ml.com

    Read Bio

    Patricia Drpich

    Sr Private Wealth Assoc

    203.863.7639

    203.863.7639

    patricia_drpich@ml.com

    Read Bio

    Desiree Nunes

    Reg Private Wealth Assoc

    203.863.7638

    203.863.7638

    desiree.nunes@ml.com

    Read Bio

    Mario P. Forlini

    Senior Vice President

    Wealth Management Advisor

    203.861.5930

    203.861.5930

    mario_forlini@ml.com

    Read Bio

    Sergio L. Forlini

    Senior Vice President

    Wealth Management Advisor

    203.861.5905

    203.861.5905

    sergio_forlini@ml.com

    Read Bio

    Charles V. Glennon

    First Vice President

    Senior Financial Advisor

    203.861.5999

    203.861.5999

    charles_glennon@ml.com

    Read Bio

    William M. Gorgas, CFP®

    Wealth Management Advisor

    203.861.5969

    203.861.5969

    william.gorgas@ml.com

    Read Bio

    Maureen Davis

    Reg Senior Client Associate

    203.861.5901

    203.861.5901

    maureen_davis@ml.com

    Read Bio

    Patricia Cavicchia

    Reg Senior Client Associate

    203.861.5935

    203.861.5935

    patricia_cavicchia@ml.com

    Read Bio

    Carla J. Tisi

    Registered Client Associate

    203.863.7467

    203.863.7467

    carla.j.tisi@ml.com

    Read Bio

    Benjamin Bryce

    Senior Vice President

    Senior Financial Advisor

    203.861.5936

    203.861.5936

    ben_bryce@ml.com

    Read Bio

    W. Andrew Billinghurst, CFP®

    Vice President

    Wealth Management Advisor

    203.861.5910

    203.861.5910

    andrew_billinghurst@ml.com

    Read Bio

    William Shea

    Vice President

    Senior Financial Advisor

    203.861.5961

    203.861.5961

    william_b_shea@ml.com

    Read Bio


    View all profiles

    Awards

    Latest Thinking


    Back to overview

    Meet the team

    John F. Erdmann III (Jeff)

    Managing Director

    Private Wealth Advisor

    800.256.3987

    800.256.3987

    jeff_erdmann@ml.com

    Add to address book

    Read Bio

    Rob Giannetti, CIMA®

    Managing Director

    Private Wealth Advisor

    203.861.5951

    203.861.5951

    rob_giannetti@ml.com

    Add to address book

    Read Bio

    Mark Brookfield, CFP®

    Senior Vice President

    Private Wealth Manager

    203.861.5962

    203.861.5962

    mark_brookfield@ml.com

    Add to address book

    Read Bio

    Thomas R. Moran, Jr., CIMA®

    Vice President

    Private Wealth Relationship Manager

    203.861.5966

    203.861.5966

    thomas.moran@ml.com

    Add to address book

    Read Bio

    Victoria McGruder, CPWA®

    Private Wealth Analyst Relationship Management

    203.861.5907

    203.861.5907

    victoria.mcgruder@ml.com

    Read Bio

    Carey Wunsch

    BD Registered Client Associate

    203.861.5982

    203.861.5982

    carey_wunsch@ml.com

    Add to address book

    Read Bio

    Chelsea Cammarota

    Reg Private Wealth Assoc

    203.861.5986

    203.861.5986

    chelsea_cammarota@ml.com

    Read Bio

    Ken Doyle

    Private Wealth Assoc

    203.861.5914

    203.861.5914

    kenneth_doyle@ml.com

    Read Bio

    Tay Dalley

    Private Wealth Assoc

    203.861.5970

    203.861.5970

    theadeen_dalley@ml.com

    Read Bio

    Patricia Scussel

    Sr Private Wealth Assoc

    203.861.5919

    203.861.5919

    patricia_scussel@ml.com

    Read Bio

    Patricia Drpich

    Sr Private Wealth Assoc

    203.863.7639

    203.863.7639

    patricia_drpich@ml.com

    Read Bio

    Desiree Nunes

    Reg Private Wealth Assoc

    203.863.7638

    203.863.7638

    desiree.nunes@ml.com

    Read Bio

    Mario P. Forlini

    Senior Vice President

    Wealth Management Advisor

    203.861.5930

    203.861.5930

    mario_forlini@ml.com

    Read Bio

    Sergio L. Forlini

    Senior Vice President

    Wealth Management Advisor

    203.861.5905

    203.861.5905

    sergio_forlini@ml.com

    Read Bio

    Charles V. Glennon

    First Vice President

    Senior Financial Advisor

    203.861.5999

    203.861.5999

    charles_glennon@ml.com

    Read Bio

    William M. Gorgas, CFP®

    Wealth Management Advisor

    203.861.5969

    203.861.5969

    william.gorgas@ml.com

    Read Bio

    Maureen Davis

    Reg Senior Client Associate

    203.861.5901

    203.861.5901

    maureen_davis@ml.com

    Read Bio

    Patricia Cavicchia

    Reg Senior Client Associate

    203.861.5935

    203.861.5935

    patricia_cavicchia@ml.com

    Read Bio

    Carla J. Tisi

    Registered Client Associate

    203.863.7467

    203.863.7467

    carla.j.tisi@ml.com

    Read Bio

    Benjamin Bryce

    Senior Vice President

    Senior Financial Advisor

    203.861.5936

    203.861.5936

    ben_bryce@ml.com

    Read Bio

    W. Andrew Billinghurst, CFP®

    Vice President

    Wealth Management Advisor

    203.861.5910

    203.861.5910

    andrew_billinghurst@ml.com

    Read Bio

    William Shea

    Vice President

    Senior Financial Advisor

    203.861.5961

    203.861.5961

    william_b_shea@ml.com

    Read Bio