Merrill Lynch Private Wealth Advisor Derek S Jancisin

Merrill Lynch Private Wealth Advisor Derek S. Jancisin, located at 600 Grant St, 49th Floor, Pittsburgh, PA, is dedicated to empowering prosperity and simplifying wealth management for a select clientele. Our mission is to transform complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth. We work closely with individuals, families spanning multiple generations, business owners, and executives, using a goals-based wealth management approach to put our clients at the center of every personalized strategy.

Our advisory services are underpinned by industry-leading research and expert analysis, designed to help you stay ahead of the market trends. In just 15 minutes, our experts offer insights on the markets at midyear and ways to prepare for potential opportunities and risks ahead.

Merrill Lynch Private Wealth Management is proud of our advisors, who have received recognition from prestigious financial industry publications and the Bank of America Corporation. Our advisors have been featured in:

- Financial Planning's "Top 40 Advisors Under 40" 2024

- Forbes “Best-in-State Wealth Management Teams” 2024

- Forbes "Best-in-State Wealth Advisors" 2018-2023

- Barron's "Top 1,200 Financial Advisors: State-by-State" 2021-2024

- Forbes "Top Next-Generation Wealth Advisors" 2018-2022

- Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2023

Our philosophy celebrates collaboration, drawing on the resources and insights of a global financial institution to create strategies that reflect your aspirations. We specialize in:

- Customized strategies for executives, including risk management for concentrated stock positions and navigating complex SEC rules.

- Wealth transfer strategies, family wealth education, and philanthropic visions for multi-generational families.

- Tailored services for family offices, including investment and wealth management strategies, governance, asset custody, and administration.

- Financial strategies for professionals in the entertainment industry, aimed at managing risk and providing for future financial goals.

- Personalized financial strategies for professional athletes, designed to help simplify the complexities of their financial lives and build their envisioned legacy.

At Merrill Lynch Private Wealth Management, our commitment is to help you achieve your financial goals, ensuring that your unique priorities are front and center. Let us help you navigate and master the complexities of your wealth, offering a legacy of stability and growth for generations to come.