LC & Associates

Merrill Lynch Wealth Management
100 Campus Drive
Floor 03
Florham Park, NJ 07932
(973) 301.7723
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Our experienced team is committed to helping you live your best life today while you prepare for your financial future. We welcome the opportunity to show you how we can work together to design a wealth management approach around what is most important to you and your family.The LL Group was named to the 2024 Forbes "Best-in-State Wealth Management Teams" Published on January 9, 2024. Rankings based on data as of March 31 2023.*
LC & Associates
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Our team will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Lisa La Vecchia
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2019, 2021
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2018
(Published on October 2, 2018. Rankings based on data as of Mar 31, 2018.)
Forbes "America"s Top Women Wealth Advisors", 2020-2021
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
LC & Associates
Forbes "Best-in-State Wealth Management Teams", 2024-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Our team will work to help you pursue your goals through personalized wealth management strategies.

Thursday, February 20th 2025| 5:30 PM
BlackRock Student of the Market

A well paced, timely presentation from Blackrock that includes insights on current and historical market trends

Meet Our Team
Lisa La Vecchia,

CEPA®, CFP®, CPFA®, CRPC™

Senior Vice President, Wealth Management Advisor
973.301.7757
Robert Casey
Senior Vice President, Resident Director
973.301.7730
Peter J Loring,

CRPC™

Vice President, Senior Business Manager
973.410.2395
Brett Albinson,

APMA™, AWMA™, CPFA®

Assistant Vice President, Senior Financial Advisor
973.245.4529
Jill D Hiat
Assistant Vice President, Wealth Management Associate
973.301.7723
Annette J Mavropoulos
Officer, Registered Senior Wealth Management Client Associate
973.301.7736
Christine Kim
Officer, Wealth Management Client Associate - RDA
973.301.6396
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Diana De Jesus
Wealth Management Banking Specialist
Merrill
Harry Elbaum
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #588931
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.