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Wealth Management AdvisorSenior Vice President-Wealth Management985 BERKSHIRE BLVD.
Floor No. 02,
Wealth Management Advisor
Senior Vice President-Wealth Management
Financial Advisor Trainee
The Dieruff Group utilizes over 70 years of combined industry experience to achieve the complex wealth management goals of the affluent families, retirees and business owners they serve. Our process is to fully understand our clients' goals, fears and dreams in order to design and implement a personalized financial strategy that will achieve their long term goals and provide the highest financial comfort level available. In order to accomplish this, we consider the fine details of our clients' often complex financial pictures, and then design and monitor a long term strategy to achieve their desired outcome. In addition, the group collaborates with their clients' CPAs and attorneys to minimize income taxes and future estate and inheritance taxes in the course of the wealth management process. We consistently review and update the personalized financial strategy and portfolio holdings of our clients in order to keep them informed of their progress. In our many years of practice, we have had the most successful and rewarding relationships develop from introductions by our existing clients and other financial professionals.
Robert C. Dieruff, CRPC® is a First Vice President-Wealth Management and Wealth Management Advisor who joined Merrill Lynch in 1981. Bob graduated from Kutztown University, and earned his Chartered Retirement Planning CounselorSM designation in 2005 to more professionally serve aspiring and current retirees. He focuses on providing affluent clients with wealth management analysis and planning guidance, retirement accumulation and income distribution strategies, tax minimization, and estate organization. Bob serves on the board of directors of the Opportunity House of Reading, and chairs its Development Committee. Bob also is a board member and past President of Trustees of the First Presbyterian Church of Reading. He lives in Wyomissing with his wife Jayne, and has two grown daughters, Sarah and Alison.Stasi Plevrakis, CRPC®, is an Investment Associate who joined Merrill Lynch in 1999. During his career with Merrill Lynch, Stasi has earned the Chartered Retirement Planning CounselorSM designation. He is a Penn State University graduate with a B.S. degree in Marketing. Stasi's primary areas of practice are portfolio construction and development, and retirement planning. He also assists clients with mortgages, annuities and insurance related needs. He is FINRA Series 7, 66, Life & Health Insurance licensed. Stasi currently resides in Wernersville with his wife Allison and daughter Ariana.Denise Stief joined Merrill Lynch in 1982 and is the team’s Client Associate. During her long career with the firm, she has also served as the Assistant to the Resident Director for over 20 years. As a member of the Dieruff Group, she provides a high level of client service, support, and problem resolution in all areas of the practice’s operations.
Robert Dieruff is registered to do business in:CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, MI, NC, NH, NJ, NY, PA, SC, VA
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