Merrill Lynch Financial Advisor Oscar A Pedraza

Merrill Lynch Financial Advisor Oscar A Pedraza, located at 724 West Lancaster Avenue in Wayne, Pennsylvania, is part of The D'Allaird Group, a team of experienced financial advisors dedicated to providing personalized and comprehensive wealth management services to high-net-worth and ultra-high-net-worth families. The team, comprised of D'Allaird, Pedraza, Devlin, and Marotta, has built long-lasting relationships with clients across more than 25 states, including business owners, entrepreneurs, corporate executives, physicians, attorneys, and multiple generations of their families.

The D'Allaird Group takes a planning-based approach to help clients achieve their financial goals and navigate complex financial decisions, such as managing concentrated equity positions, retirement planning, wealth transfer, tax minimization, and estate planning. The team works closely with clients' CPAs and attorneys to develop customized strategies that align with their unique needs and objectives.

With a focus on intergenerational planning, The D'Allaird Group strives to build enduring relationships with clients and their families, providing guidance and support throughout all stages of their financial journey. The team emphasizes the importance of thoughtful consideration and regular communication to ensure clients are on track to meet their financial goals while enjoying a boutique-like experience that prioritizes their well-being and peace of mind.

In addition to offering investment management services, The D'Allaird Group helps clients optimize both sides of their balance sheets, explore lending solutions, navigate Social Security and healthcare considerations, and implement tax-efficient strategies. By leveraging Merrill Lynch's resources and expertise, the team aims to empower clients to make informed decisions that align with their long-term financial objectives and leave a lasting legacy for future generations.