Carl is an experienced financial advisor to the high net worth individual and institutional market. Starting in 1993, Carl is a Managing Director, Wealth Management Advisor at Merrill. Carl holds industry's designations, the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Private Wealth Advisor® and Certified Investment Management Analyst® Designations, the Certified Exit Planning Advisor®as well as the Chartered Retirement Planning CounselorSM designation. Carl is an active community participant. He is a member of the board of directors for the Philadelphia, Delaware and Susquehanna Valley Chapter of the Make-A-Wish foundation. Carl is an Executive in Residency at Widener University and a member of the Board for the Financial Advisory curriculum. Carl lives in Exton, PA with his wife and his 3 children.
.jpg)
Thomas Graham is a Vice President and Private Client Advisor with Bank of America Private Bank in Conshohocken, Pennsylvania. Utilizing a team-based approach, he is dedicated to understanding and addressing the wealth management needs and concerns of high-net-worth individuals and their families. He draws on his years of experience in sophisticated credit and lending solutions to connect clients to a variety of resources, including primary and secondary residential mortgages, commercial real estate investments, hedge fund lending and financing for acquisitions of fine art, personal aircrafts and yachts. Tom and his team, which consists of a wealth strategist, trust officers, credit executives, and portfolio managers, have extensive knowledge working with business owners of privately held companies. In addition to offering guidance on succession planning and exit strategies, he helps deliver professional oversight and analysis to support their post-sale wealth management needs. Tom holds the Certified Exit Planning Advisor (CEPA) designation. Tom joined Bank of America Private Bank (formerly U.S. Trust) in 2016 with 13 years of banking, credit and lending, and financial services experience. Previously, he was a vice president of business banking for Santander Bank. He began his banking career at Wells Fargo as a home mortgage consultant before transitioning as a vice president of its business banking division. An avid supporter of his local community, Tom is a member of the governing board for NAWBO/Athena PowerLink, for which he has also served on an advisory panel for several women-owned businesses for the past five years. Since 2014, he has been a board member for T.H.A.N.K.S., a non-profit organization which provides financial assistance for extracurricular activities, including sports, art and music to underprivileged children in the Greater Philadelphia area. He earned both his bachelor’s degree in finance and his M.B.A. from Villanova University, where he was also a member of the track and field team. Tom and his wife live in suburban Philadelphia with their five children. His hobbies include playing golf and hiking and biking with his family.
Pat has over 9 years of experience working with individuals and families to help establish and achieve their financial goals. He began his career at Vanguard assisting clients with their financial planning and investment decisions. At Fairman Group Family Office, Pat continues to assist high net worth individuals and families take a 360-degree view of their financial world. He also works directly with companies to help lead executive planning services, seminars, and ongoing financial counseling programs. Pat is a CERTIFIED FINANCIAL PLANNER™ professional. He holds a Bachelor of Science in Business Management and Organization from the Pennsylvania State University.
Jeff Harvey, CEPA, and his team at Rockefeller Capital Management focus on serving and advising owners of privately owned, middle market companies in the greater Delaware Valley area. The team has collectively over 85 years of experience and is ranked as a Forbes/SHOOK Best-In-State wealth management team. Rockefeller has been advising families of significant wealth since its creation by John D. Rockefeller over 132 years ago and continues to handle the family’s wealth seven generations later. We have deep experience in the seven ways to exit a private business, with ESOP’s and Qualified Replacement Property being an area of specific expertise.
Jared joined Merrill Lynch Wealth Management in 2012 and focuses on advising high-net-worth clients and servicing business retirement plans. Jared holds the following designations: the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc.; the Certified 401(k) Professional® (C(k)P®); and the Certified Plan Fiduciary Advisor® (CPFA®). He is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third-party investment manger’s strategies, funds or portfolios. Jared is a graduate of the Smeal College of Business at Penn State University. He continues to support The Penn State IFC/Panhellenic Dance Marathon which hopes to conquer pediatric cancer by providing emotional and financial support to the children, families, researchers and staff of the Four Diamonds Fund. Jared lives in Lansdale, Pennsylvania.