Introducing an Approach For Pioneering 22nd Century Wealth Management
Merritt Point Wealth Advisors prides itself on thinking laterally. Our team welcomes the chance to more deeply analyze market data to discover opportunities to zig while others might feel comfortable zagging.
This inner drive, distinctive mindset and our cohesive diversity are core tenants we believe give us an industry edge.
Because daring to set a new standard might just manifest special results for all.
Our Founders
Jason Andrews, CRPC®
Founder, CEO
Ross Bauer
Founder, COO
Beth Cutler
Founder, President
Investing Leaders and Relationship Managers
Michael Salimbene
Executive Managing Director, Partner
Wealth Advisor - Senior PIM Portfolio Manager
Anthony D'Ambrosio
Executive Managing Director, Partner
Wealth Advisor - Senior PIM Portfolio Manager
Paolo Thompson
Executive Managing Director, Partner, CFP®
David Squire, CFP®
Managing Partner
Jason Hoofnagle
Managing Partner
Sheila Spicehandler
Senior Vice President
Tom Hargrove
Managing Partner
Jonathan Nuzzaci
Executive Director – Investments
John Pasacreta
Managing Director
John Rotando
Managing Director
David C. Belport, MBA, CIMA®
Managing Director - Investments Senior PIM Portfolio Manager
Steven Belport
Senior Vice President - Investments
Ingrid Dikmen
Senior Vice President - Investments
Senior PIM Portfolio Manager
Dan Dodderidge, RICP®
Executive Vice President – Investments
Chris Offner
Managing Partner
Zachary Hoyle
Managing Partner
Ted Youngling
Executive Vice President – Investments
Larry Baker
Senior Vice President
Dee Lawrence
Executive Vice President – Investments
Andrew Pillarella
Vice President - Investments
Roberta Anderson, CFP®
Vice President - Investments
Alex Mills
Vice President, Head of Operations
Rob Schaefer, CFP®
Senior Wealth Planning Strategist
Kate Welch
Wealth Strategist
Michelle D'Ambrosio
Senior Associate, Team Administrator
Nancy Meade
Senior Associate
Sandra Kapfer
Senior Associate
Jared Mitchell
Senior Associate
Melinda LaPert
Registered Operations Manager
Ana Johns
Operations Manager
Samantha Belport
Senior Associate
Michael Hardy
Senior Associate
Jenna Signorile
Senior Associate
Christopher B. Smith
Client Associate
Rebecca Scala
Associate
Laci Carpenos
Associate
Jake Pasacreta
Associate
TALK WITH US TODAY
We will help you find your path to financial well-being. But only you can take the first step. Please fill out the form below to start a dialogue with one of our wealth advisors.