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Senior Financial Advisor101 WEST AVEJENKINTOWN,
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Senior Financial Advisor
Senior Vice President - Wealth Management
Assistant Vice President
The Schell Group brings a genuine interest in clients’ families and livelihoods to the hands-on wealth management it provides. The team is proud of its ability to tailor complex risk-managed strategies, with a focus on simplifying the financial lives of an accomplished clientele in Pennsylvania and nationwide.“Clients are driven to succeed and we’re driven to provide value, ”Chris Schell explains. “Our process begins before investments are ever discussed. And our efforts extend to enhancing distinct areas of a client’s financial picture – from the company they built, to the concentrated stock they hold, to the retirement lifestyle they envision. Appreciating a client’s concerns and aspirations is the cornerstone of the wealth management experience we deliver to clients. ”In serving a private business owner, for example, Chris often tours a new facility and assists before and after the enterprise is sold. On behalf of a corporate executive, meetings may occur on evenings or weekends – to help finalize a compensation package. Working with retired couples, visiting them at home can provide Chris with insights into changing health requirements. The Schell Group also provides current and future cash flow analyses. Asking if clients have immediate liquidity needs, the team may suggest “raising cash without urgency” and offer access to Bank of America – to help clients for large purchases, refinancing or to help children starting out. “For long-term portfolio growth, we focus on valuations and whether investments should be owned. We also favor sectors moving ‘above the trend’ sourced from the firm’s top-ranked global research analysts. Finally, we’re mindful of diversification, cost and tax efficiencies – and may include bonds and ETFs“ –given our extensive experience managing tax-free municipal bond portfolios,” Chris points out. “When confronted with financial situations, we want to be clients’ first call, to help them avoid emotional decisions,” Chris adds. “We also want to share important milestones with our clients."
Christopher A. SchellSenior Vice Present – Wealth ManagementSenior Financial AdvisorPortfolio ManagerThe senior member of The Schell Group, Chris is celebrating his 20th year in wealth management. After launching his career at a regional municipal bond boutique, he joined Morgan Stanley Dean Witter and then, Merrill Lynch in 2006, where he continues to bring concierge-style attention to clients he’s known for years. With a focus on the evolving needs of client families, Chris is determined to bring meaning to their years of hard work and sacrifice. Using the firm’s financial tools, Chris takes a 360-degree approach to managing clients’ portfolios that aligns with tax minimization and estate planning strategies.Chris is a proud graduate of Penn State University and holds a Bachelor of Science degree in Economics. A lifelong resident of the Philadelphia suburbs, Chris lives in Dresher, Pennsylvania with his wife, Joanne, and their twin teenage boys. When not sharing their passions for Penn State and Philadelphia sports teams, they enjoy live music and skiing (especially, at their home in The Rocky Mountains). Generous with his time and happy to share his financial knowledge, Chris supports clients in their philanthropic pursuits. He has served for five years as trustee and board member at the prestigious Williamson College of the Trades. He also serves as trustee, investment committee co-chairperson, and chairperson of the Retirement Committee of the Abramson Center for Jewish Life in Horsham. In 2015, Chris co-chaired the Rainbow Ball Ad Book, which raised more than $760,00 for the Center – and with Joanne, served on the planning committee for the inaugural 2015 Philly Fights Cancer Gala, which raised more than $4,000,000 for the Abramson Cancer Center at University of Pennsylvania. Matt Schell, CRPC®Vice PresidentSenior Financial AdvisorPortfolio ManagerMatt began his career in 2003 at Morgan Stanley, following graduation from University of Pittsburgh, where he earned a Bachelor’s degree in Economics and Finance. Since joining Merrill Lynch in 2006, Matt has helped clients focus on prioritizing their objectives before helping to design and implement suitable investment and retirement strategies. Matt resides in North Wales, Pennsylvania with his wife, Tiffany, and their three children. A “loud and proud” Philadelphia Flyers and Eagles fan, Matt is most proud of his growing family and watching his kids play soccer. Nick SchellVice PresidentSenior Financial Advisor Portfolio ManagerNick also launched his career at Morgan Stanley in 2003 and, along with his brothers, joined Merrill Lynch in 2006. Nick brings a hands-on approach to helping high-net-worth individuals and families enjoy financial benefits that can span generations. Nick graduated from the University of Pittsburgh with a Bachelor’s degree in Economics. Today, he resides in Horsham, Pennsylvania with his wife, Dana, and their two young children. In addition to family time, traveling, cycling and skiing, Nick is a member of Lower Moreland CAPS panel since 2011 – grading high school seniors on their final presentations describing their experiences during a state-mandated co-op program. Mark A. Pliner, CRPS®Financial AdvisorIn 1998, Mark began his career at Wachovia (now Wells Fargo) – working in Strategic Alliances and in the mortgage area. During his eleven years there, Mark developed an understanding of the “other side of clients’ balance sheets,” and the importance of wise liability management. Mark graduated from Penn State University with a Bachelor’s degree in Journalism. A lifelong resident of the Philadelphia area (with brief stops in New England), Mark lives in Feasterville Trevose with his wife, Lauren, and their two children. In addition to family time, Mark has a “healthy obsession” with all sports related to Philly and Penn State. Mark also serves on the Board of Directors of the Eastern Montgomery County Chamber of Commerce.Michel Gilbert Client AssociateThe team’s devotion to clients is reflected every day in Michel’s work ethic. Serving the diverse needs of many clients she considers friends, Michel brings a deep personal and professional commitment to the client relationships she’s nurtured over the years. Michel’s career has spanned decades and several well-known financial institutions, yet what’s most important to her are the 15 years she’s spent working alongside team members – at Morgan Stanley and, since 2006, when they arrived together at Merrill Lynch. Michel graduated from Hampton University with a Bachelor’s degree in Biology. A proud mom, Michel enjoys spending time with her grown son and daughter, working out, and volunteering with them at Philadelphia’s Ronald McDonald House in it “Chef for a Day” program. Michel also supports Breathe Lung Cancer, participates and volunteers at Susan G. Komen’s “3 Day, 60 miles Walk” and is a longtime member of Team Big Daddy.Kelly A. Palkovics Client AssociateKelly has worked with Chris Schell since 1998, when she began her career at Morgan Stanley. Since joining Merrill Lynch in 2006 with the team, she has demonstrated the highest level of commitment to clients – serving their account and administrative needs and acting as a responsive liaison between them, team members, and the firm’s specialists. Kelly graduated from University of Massachusetts with a Bachelor’s degree in Marketing. She resides in Warrington with her husband, Michael, and enjoys coaching softball, playing golf, and attending sporting events.CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.CRPS® and Chartered Retirement Plans SpecialistSM are registered service marks of the College for Financial Planning
Nicholas Schell is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV
Christopher A. Schell is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV
Matthew A. Schell is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV
Mark Pliner is registered to do business in : AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV
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