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CAR BARN SHOPS409 BROAD STREETSEWICKLEY,
Senior Financial Advisor
First Vice President Wealth Management
Senior Vice President-Wealth Management
Wealth Management Advisor
Registered Client Associate
Our Philosophy:The Luttner Wealth Management Group provides financial advice and guidance with a conservative, long-term approach to successful families, individuals, and business owners. We are committed to helping clients preserve and grow their wealth over multiple generations.We consult with clients to identify what is important in their financial and personal lives. We give consideration to individual risk tolerance, tax sensitivity*, and investment timeframe, and then respond with appropriate strategies that reflect the realities of today’s financial environment. We advocate for clients’ best interests – first and always –helping them make good decisions with their assets to achieve their life goals.At Merrill Lynch, the Luttner Wealth Management Group brings forth the resources of a global financial services firm via a personalized approach. Service, honesty, and transparency underlay all that we do for clients. Earning a client’s trust is a commitment we take seriously.
Professional Experience:William A. Luttner, CRPC®Senior Vice President – Wealth ManagementSenior Financial AdvisorBill began his career in the financial services industry over 30 years ago and holds a Chartered Retirement Planning CounselorSM designation. Bill focuses on the key elements of portfolio strategy, asset allocation, and security selection. He then assists clients in establishing realistic expectations and recommending flexible, investment strategies. Bill is a member of Merrill Lynch's Chairman's Club and serves on Merrill Lynch's Advisory Council to Management (ACTM), which assists senior management in strategic planning for the firm. Bill holds a Bachelor of Science degree in Business Administration with a minor in Psychology from the University of Pittsburgh.Gail Stulberg Costa, CFP®,CRPC®Wealth Management AdvisorGail began her career in the financial services industry 11 years ago and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Gail also holds a Chartered Retirement Planning CounselorSM designation. She focuses on providing a thorough and disciplined approach to financial and retirement management for clients. Prior to joining the financial services industry, Gail worked for over 18 years in the information technology industry as an international sales and marketing manager. She received a M.B.A. from the Katz Graduate School of Business at the University of Pittsburgh, Pennsylvania. She also received a dual B.A. in Economics and French from Albion College, Michigan.Donna M. BarthelRegistered Client AssociateDonna has been a part of the financial services industry for 28 years. She is also a member of the PA Association of Notaries. Donna is often the first point of contact for clients managing the day-to-day operations with personal care and exceptional service. She assists clients with all aspects of client administration, from opening new accounts, supporting online account access, preparing client reviews and fielding client requests to providing assistance with banking, credit, and lending services. CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned by the Certified Financial Planner Board of Standards,Inc. and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning®.*Merrill Lynch does not provide tax, accounting or legal advice.
Gail Costa is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, IL, KS, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WV
William A. Luttner is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, IL, KS, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WV
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
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.