Press Release: Eight Merritt Point Wealth Advisors team members receive promotions in title

Merritt Point Wealth Advisors, a forward-thinking client-centric independent wealth management practice headquartered in Old Greenwich, CT has announced that 8 of their team members have received promotions in title:

• Anthony D’Ambrosio- Executive Managing Director, Partner, Wealth Advisor Senior PIM Portfolio Manager
• Michael Salimbene- Executive Managing Director, Partner, Wealth Advisor Senior PIM Portfolio Manager
• Jonathan Nuzzaci- Executive Director, Investments
• Dan Dodderidge- Executive Vice President, Investments
• Ted Youngling- Executive Vice President, Investments
• Dee Lawerence- Executive Vice President, Investments
• Alex Mills- Vice President, Head of Operations
• Kate Welch, Wealth Strategist

“We are thrilled to recognize the personal growth of our team members, and so grateful for their commitment to their clients. Congratulations to each of these team members and thank you for all that you do.” -Ross Bauer, Founder COO

With this announcement, Merritt Point Wealth Advisors continues to display it’s growth and evolution in providing modern, tailored wealth management solutions to clients. Merritt Point Wealth Advisors is a 2025 Forbes Best In State Wealth Management Team with over 25 team members across 3 locations.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.