PROFESSIONAL PROFILE

The mission of the Spanos Group is to help individuals, families and businesses grow and protect their wealth. Matched with the vast resources of Merrill Lynch, we advise individuals and families on wealth accumulation, preservation, and transfer through the creation of customized wealth management strategies. This process includes portfolio development, retirement planning, tax minimization, and asset protection with an emphasis on growth and income investment programs. For businesses, we provide retirement plans, lending, risk management, and business succession planning. Our group consists of professionals who take a "hands on" approach to financial guidance. Members of the Spanos Group include:

Samuel W. Spanos, CRPC®, ARPC
Senior Vice President - Investments
Wealth Management Advisor
PIA Program Portfolio Manager
Senior Resident Director

Sam Spanos is a Senior Vice President - Investments, Wealth Management Advisor, PIA Program Portfolio Manager, Senior Resident Director and the founder of the Spanos Group at Merrill Lynch. Since he began with Merrill Lynch in 1980, Sam has assisted a large and diversified clientele throughout the country in achieving their investment goals. Sam has earned the CRPC® (Chartered Retirement Planning Counselor^SM) and ARPC (Accredited Retirement Plan Consultant) professional designations, and is a graduate of Duquesne University. Sam was recognized on Barron’s "America's Top 1,000 Advisors: State-by-State" list in 2009 and 2010, an achievement that honors top financial advisors in the country. He is an active seminar speaker on financial topics and holds membership in many professional organizations.


Todd C. Todorich, CRPC®, CSNA
Investment Associate

Todd C. Todorich is an Investment Associate with the Spanos Group and focuses on investment implementation and portfolio review with a particular emphasis on covered-call writing and other options strategies. He also focuses on providing 401(k) plans to businesses. Todd has been with Merrill Lynch since 1998 and has been in the financial services industry since 1995. He is a graduate of Robert Morris University and holds the professional designation of CRPC® (Chartered Retirement Planning Counselor^SM).

Robert M. Lewis, CRPC®, CSNA
Investment Associate

Bob Lewis is an Investment Associate with the Spanos Group. He has been part of the financial service industry since 1974. Prior to joining Merrill Lynch, Bob was a Vice President and Business Development Officer with a regional bank. In addition to guiding his clients through the wealth management process, and assisting them in growing and preserving their wealth, Bob helps individual and business clients with mortgage and securities based lending. Bob is a graduate of Pennsylvania State University and has earned the CRPC® (Chartered Retirement Planning Counselor^SM) professional designation. He is also actively involved in several professional, charitable and civic organizations.

Gennaro A. Marsico, CFP®, CRPC®, CIMA®
Financial Advisor

Gennaro "Jerry" Marsico is Financial Advisor with the Spanos Group at Merrill Lynch and focuses on assisting individuals with their retirement planning and estate planning needs. Prior to joining Merrill Lynch, Jerry worked as an attorney for a financial services company and the government. He received a law degree through Duquesne University following his graduation from Saint Vincent College. He holds the CSNA (Certified Special Needs Advisor) and CRPC® (Chartered Retirement Planning Counselor^SM) professional designation, in addition to the CIMA® (Certified Investment Management Analyst^SM) designation. Jerry is also a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a frequent seminar speaker on financial topics and is an active member of several professional, charitable, and civic organizations. Disclaimer: Jerry Marsico does not engage in the practice of law or offer legal services through Merrill Lynch.

George W. Kruth, CSNA
Investment Associate

George Kruth is an Investment Associate with the Spanos Group. George started his career at Merrill Lynch and has been in the financial services industry since 1973. During his career, George has also served as the President of a New York Stock Exchange member firm in Pittsburgh. He holds the CSNA (Certified Special Needs Advisor) designation and is dedicated to implementing wealth protection strategies for clients with disabled family members. George focuses on retirement planning with an emphasis on secure income and growth strategies as well as annuity solutions.

Vickie Bobchak, CRPC®, CSNA
Registered Client Associate

Vickie Bobchak is a Registered Client Associate and has earned the CRPC® (Chartered Retirement Planning Counselor^SM) professional designation. She has worked in the financial services industry since 1986 and has been with Merrill Lynch since 1996. Vickie is in charge of the organization, coordination and delivery of an outstanding client service experience. She also manages client information and business affairs for the Spanos Group.

Tracy Mattic, AAMS®, CSNA
Registered Client Associate

Tracy Mattic is a Registered Client Associate and has earned the AAMS® (Accredited Asset Management Specialist^SM) professional designation. Prior to joining Merrill Lynch in 2007, she held various positions at Advest, Inc. and has been in the financial services industry since 1994. In addition to leading the team’s marketing efforts, Tracy assists the group by preparing client portfolio reviews, delivering client account support and handling the team’s compliance, registration and licensing issues.

Stephen Kimmel, CSNA
Registered Client Associate

Stephen Kimmel is a Registered Client Associate with the Spanos Group and the Branch Cashier. He graduated from Westminster College with a degree in Business Administration, and has been with Merrill Lynch since 2007. Stephen assists in client support.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com