The Duckworth Haggerty Group
Private Wealth and Financial Advisors

Tower 260
260 Forbes Avenue, 15th Floor
Pittsburgh, PA 15222
Toll-free: 866.629.1534

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A Skilled, Experienced Team

The Duckworth Haggerty Group works closely with individuals, families and institutions as they address the complex challenges of preserving, enhancing and managing their wealth. We are driven by the strongly held belief that our purposeful effort—matched with our individual and collective skills—can help clients improve the quality of their lives.

Michael D. Duckworth and Jennifer Haggerty, our team's Private Wealth Advisors, are highly trained and dedicated to the delivery of innovative financial strategies and solutions often demanded by the intricacies of substantial wealth. With more than two decades of professional experience to draw upon, Michael and Jennifer focus on small numbers of ultra-high-net-worth clients so they can devote the necessary time and understanding to help them manage the financial responsibilities—including retirement and tax minimization strategies—that can accompany great wealth.

To be able to provide the personal attention and responsiveness they believe is required to support their practice, Michael and Jennifer work with our team's Merrill Lynch wealth management advisors and financial advisors, who can add insurance and investment analytics, and provide access to Bank of America's trust and estate planning services, to The Duckworth Haggerty Group's overall capabilities. This emphasis on teamwork helps us create a personalized financial strategy for each client, including in-depth analyses, tracking and a wide range of targeted reports to help clients understand where they are and where they may be headed.

Our approach is multidimensional and includes investment advice and guidance; risk management; retirement income planning services; wealth transfer, trust and estate planning services; and care coordination* for families with special needs, as well as access to Bank of America banking services.


Private Banking and Investment Group

Private Banking and Investment Group provides tailored solutions to help meet the distinct needs of individuals and families with substantial wealth. Clients are served with a boutique-like approach by teams of rigorously trained and experienced advisors who are skilled in working with wealthy clients, their families and businesses. Clients can enjoy a caliber of resources and future-focused strategies that is typically reserved for the world's largest enterprises. The PBIG Accreditation Program identifies financial advisors who demonstrate the technical proficiency necessary to deliver exceptional service exclusively to ultra-high-net-worth individuals. The program assesses a team's business model and skill in the strategies and solutions that best address the needs of those clients. Advisors must pass an oral assessment process to become private wealth advisors.

Merrill Lynch

Merrill Lynch offers a broad range of brokerage, investment advisory and other services, including insurance and investment analytics and estate planning services. Our advisors are available to work closely with the clients' other trusted advisors, including accountants, attorneys and tax specialists. We can provide access to trust and lending services through Bank of America specialists.

We work with a select client base and go to great lengths to establish a deep connection to each client. Your client experience will be a function of outstanding financial advisors and access to a vast array of resources.

Michael D. Duckworth
Managing Director—Wealth Management
Private Wealth Advisor

We Focus on Building Relationships

The single most important determinant of your experience with us is the quality of the relationship we develop with you. You expect thoughtful, professional financial advice and guidance, and The Duckworth Haggerty Group is committed to delivering it. However, it is the information that flows from the relationship—about you, your family, your goals, dreams and concerns—that allows us to offer value-added advice and guidance tailored specifically for you.

  • We believe you deserve a well-thought-out, individualized wealth management strategy that is fundamentally based on what is important to you, your family and your collective financial future.
  • We help you develop, implement and review your strategy by leveraging the investment insights of Merrill Lynch and the banking convenience of Bank of America.
  • We emphasize asset allocation, risk-awareness and diversification in our disciplined investment process.
  • We review client investment portfolios to help ensure asset class exposure stays aligned with your long-term allocation strategy.

Our wealth management process is driven by you. Your vision of the future, your financial needs and life passions are critical ingredients.

Jennifer L. Haggerty
Senior Vice President–Wealth Management
Private Wealth Advisor

A Wealth Management Strategy Centered on You

A thoughtful, customized wealth strategy does not come "off the shelf." It evolves from information that we learn about you and your family. We focus on the broad aspects of your financial life, from wealth accumulation, preservation and intergenerational transfers to philanthropic giving and legacy planning strategies.

Laying the foundation for an individualized strategy requires insight and discipline. It is a process that begins with gathering information about you so that your strategy and investments reflect your values. The process is dynamic and requires steadfast attention so that your strategy can change as your life changes.

Your investments are the power behind your wealth management strategy. How we help you structure your portfolios and manage your investments depends, to a large extent, on your goals, time horizon, tolerance for risk, liquidity needs, current and future needs for income, and your tax situation.

Also, as a client of the Private Banking and Investment Group, you join a select clientele of corporate executives, entrepreneurs, athletes and other successful individuals and families. You have access to a full range of resources and strategies, including those reserved for the world's largest financial institutions.

We are sensitive to both the financial and emotional challenges of providing support for a loved one who has a special need or disability.

Michael D. Duckworth
Managing Director—Wealth Management
Private Wealth Advisor

Services for Families With Special Care Needs

The Duckworth Haggerty Group has experience helping high-net-worth families across the country address the issues involved in funding lifetime care and support for a child or other family member with special needs. We recognize that preserving the wealth you have accumulated is an important concern, and we can help you develop strategies designed to avoid well-intentioned but inappropriate actions that may adversely affect the long-term financial security of your family member with special needs.

We can also work with you and your family to integrate special needs concerns into your broader wealth management approach. Our aim is to offer a high-quality concierge service, acting as an intermediary between you and the services your wealth enables. Our services include:

  • Advice and guidance on allocating funds to provide for a client's current and future financial needs.
  • If appropriate, coordinating with clients' other professional advisors (including CPAs, attorneys and fiduciaries) and specialized resource providers (such as medical equipment vendors, rehabilitative health care professionals or payroll services).
  • Educating and assisting clients to make informed decisions on wealth preservation and legacy planning strategies.
  • Helping families determine eligibility for public benefits.

As part of a remarkable financial services company that is distinguished by its people, thought leadership and global presence, we are dedicated to using these considerable capabilities for your benefit.

Michael D. Duckworth
Managing Director—Wealth Management
Private Wealth Advisor

Meet The Duckworth Haggerty Group

Private Banking and Investment Group Professionals

Our rigorously trained Private Wealth Advisors and Investment Associates provide clients with a direct line to all of the resources and capabilities of a truly global investment firm—in ways that are more in keeping with a small, very exclusive boutique-like firm. Concierge services, family meetings, and private seminars and events are all part of the experience.

  • View Michael D. Duckworth's Profile

    Michael D. Duckworth

    Managing Director–Wealth Management
    Private Wealth Advisor

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  • View Jennifer L. Haggerty's Profile

    Jennifer L. Haggerty

    Senior Vice President–Wealth Management
    Private Wealth Advisor

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  • View Kristen M. Williams's Profile

    Kristen M. Davis

    Private Wealth Analyst-Investments

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  • View Meghan M. Clark's Profile

    Meghan M. Clark

    Private Wealth Analyst-Relationship Management

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  • View Jennifer Stevens's Profile

    Jennifer N. Wanchisn, CFP®

    Private Wealth Analyst-Relationship Management

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  • View Justin Lloyd's Profile

    Justin Lloyd

    Private Wealth Analyst-Investments

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  • View Kelli Armstrong's Profile

    Kelli Armstrong

    Registered Private Wealth Associate

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Our Merrill Lynch Professionals

  • View Chris Lattimore's Profile

    Chris Lattimore, CFP®

    Vice President
    Wealth Management Advisor

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  • View Helen L. Sims's Profile

    Helen L. Sims, CFP®, CAP®

    Vice President
    Senior Financial Advisor

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  • View Helen L. Sims's Profile

    Lori Brinker, CFP®, CRPC®, CDFA®

    Vice President
    Resident Director

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  • View Karen Marshalwitz's Profile

    Karen Marshalwitz, CRPC®

    Senior Registered Client Associate

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  • View Tammy Baumgarten's Profile

    Tammy Baumgarten

    Client Associate

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  • View Tammy Baumgarten's Profile

    Kelli Lawton

    Client Associate

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  • View Tammy Baumgarten's Profile

    Olivia Brinker

    Client Associate

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Michael Duckworth is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI, WV

Jennifer L. Haggerty is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI, WV

Chris Lattimore is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WI, WV

Helen L. Sims is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MI, NC, NH, NJ, NY, OH, PA, SC, TX, VA, WI, WV

For questions regarding registration information please contact your Financial Advisor.
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