Financial Advisor, Merrill Lynch

The Sarian Group

Global Wealth Management

ONE DEVON SQUARE
724 WEST LANCASTER AVE
WAYNE, PA 19087

Phone: (610) 9716261
Email:

Directions to Branch

PROFESSIONAL STAFF

Gregory C. Sarian 6109716261 Wealth Management Advisor Senior Vice President-Wealth Management View Profile
Francis X. Masse 6109716280 Senior Financial Advisor First Vice President-Wealth Management View Profile
Kimberly R. Keemer (610) 971-6272 Registered Client Associate View Profile
Kathleen M. Ward 610-971-6271 Registered Client Associate View Profile
Donna E. Christman (610) 971-6275 Client Associate View Profile
August Ferrara (610) 687-7953 Client Associate View Profile
J. Norman Deitrich (610) 971-6270 View Profile
Roger Kent 6109716289 Wealth Management Advisor First Vice President-Wealth Management View Profile
Joyce Volpe (610) 971-6292 Client Associate View Profile
Dee Volpe-Gubicza (610) 971-6292 Client Associate View Profile

PROFESSIONAL PROFILE

GREGORY C. SARIAN has been named among the top advisors in Pennsylvania on the Barron's Magazine’s America’s Top Advisers: State-by-State Top Adviser List, its first annual ranking of the top 1,000 financial advisors from across the country.

GREGORY C. SARIAN is a Senior Vice President-Investments, Wealth Management Advisor and Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst (CIMA®), Certified Financial Planner™ (CFP®) (a certification awarded by the Certified Financial Planner Board of Standards, Inc.), and a Chartered Financial Consultant (ChFC) who joined Merrill Lynch in 1992.

FRANCIS X. MASSE is a Financial Advisor. He is a Certified Financial Manager (CFM) ( which is an internal Merrill Lynch self-study curriclum based on a variety wealth management topics and a course exam),an Accredited Retirement Plan Consultant (ARPC)and a Portfolio Manager for the PIA Program. Frank started with Merrill Lynch in 1999.

NORM DEITRICH is an Investment Associate for the Sarian Group. Norm started with Merrill Lynch 2008.

ROGER KENT is a Vice President, Wealth Management Advisor and Certified Financial Planner™ (CFP®) and a Certified Financial Manager (CFM) ( which is an internal Merrill Lynch self-study curriclum based on a variety wealth management topics and a course exam)

KIMBERLY R. KEEMER, Registered Client Associate
KATHLEEN M. WARD, Registered Client Associate
DONNA E. CHRISTMAN, Client Associate
AUGUST FERRARA, Client Associate
JOYCE VOLPE, Client Associate
DEE VOLPE-GUBICZA, Client Associate

KIM, KATHY, DONNA,AUGUST,JOYCE, and DEE handle all of the administrative aspects of the group which include opening new accounts, transfers, check requests, statement inquiries, scheduling of meetings, coordination of seminars and client events, and all account maintenance and inquiries.

GREG SARIAN is a graduate of Boston College. He specializes in helping affluent executives, business owners and retirees develop custom financial strategies to meet specific objectives. He believes a team approach provides custom solutions and the highest level of service, which are essential in meeting the specialized needs of wealthy families. Greg and his wife, Laurel, have three children. He enjoys golfing and spending time with his family.

FRANK MASSE is a graduate of Villanova University with a degree in Business Administration and Finance. He develops the team's investment strategies and monitors client portfolios and allocations. Frank lives in Berwyn with his wife and 2 children.

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Francis X. Masse is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, NC, NJ, NY, PA, SC, TX, VA

Roger Kent is registered to do business in:AL, CA, CT, DE, FL, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA

Gregory Sarian is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, NC, NJ, NY, PA, SC, TX, VA

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