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SHERIDAN MEADOWS CORP PARK6245 SHERIDAN DR
Wealth Management Advisor
Senior Vice President-Wealth Management
Assistant Vice President
For more than 25 years, the Burns/Nowakowski Group has assisted individuals and their families as CERTIFIED FINANCIAL PLANNER™ professionals, tailoring our advice and guidance to offer each client a personalized plan highlighting their priorities. Our team also has an established service model assisting businesses and organizations with their financing, cash management and business retirement plan needs.The Burns/Nowakowski Group consists of two partners, Paul Nowakowski & Michael Burns, an Investment Associate, an Analyst and two Client Associates. Our group holds the prestigious Retirement Benefits Consultant designation as we manage substantial 401(k) relationships with various corporations, labor organizations, and their affiliates.Paul Nowakowski,CFP®Wealth Management AdvisorSenior Vice President-Wealth ManagementPaul is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Paul joined Merrill Lynch in 1988, after completing his service in the U.S. Military. He received his MBA from Embry Riddle University and his BA from Wittenberg University in Political Science and Business Administration. Michael W. Burns,CFP®, C(k)P®Wealth Management AdvisorSenior Vice President-Wealth ManagementMichael joined Merrill Lynch in 1985. Michael is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Michael graduated from the State University of NY at Maritime College with a BS in Computer Science. He is a retired Lt. Commander of the US Naval Reserve.
Michael H. Lopian,CRPC®, CRPS®Investment AssociateAssistant Vice PresidentMichael joined Merrill Lynch in 1995. Michael holds the CHARTERED RETIREMENT PLANNING COUNSELORSM and the CHARTERED RETIREMENT PLANS SPECIALISTSM designations awarded by the College for Financial Planning. He received his MBA from St. Bonaventure University and his BA from Florida International University in Business Administration. Sally E. McMahon,CRPC®Analyst InvestmentsOfficerSally joined Merrill Lynch in 2001, coming to us with over 21 years of banking and financial services experience. Sally holds the CHARTERED RETIREMENT PLANNING COUNSELORSM designation awarded by the College for Financial Planning. Sally attended Bryant & Stratton Business Institute. Michelle R. WojtowiczClient AssociateMichelle is a highly qualified Client Associate who handles all administrative and day-to-day operations with personal care. She has over 24 years of service with Merrill Lynch.Paris A. KlasClient AssociateParis joined Merrill Lynch in 2014 after graduating from the University of Dayton with a BS in Business Administration. She double-majored in Finance and Entrepreneurship and minored in Psychology. Paris provides exemplary customer service to our clients on a daily basis.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*C(K)P® is a registered trademark of The Retirement Advisor University, Inc.*Chartered Retirement Planning CounselorSM and CRPC® and Chartered Retirement Plans SpecialistSM and CRPS® are registered service marks of the College for Financial Planning.
Paul Nowakowski is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WI, WV
Michael W Burns is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WI, WV
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Investment products, insurance and annuity products:
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Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.