Managing Director--Private Wealth Advisor Merrill Private Wealth Management I am a founding member of The Duckworth Haggerty Group, a private wealth management team headquartered in Pittsburgh. As a team, we are driven by the belief that if we listen deeply-and work purposefully-we can help our clients improve the quality of their lives. Our focus centers on integrity, compassion, understanding, confidentiality, and open-mindedness – values that have guided our team over decades of service to multiple generations of client families. Our clients are often managing significant complexity in their lives. They look to our team for specialized support and careful planning in the context of their unique circumstances. We harness our own talents and those of Merrill Private Wealth Management to advance their goals in multiple contexts: investment management, liquidity event strategies, trust and estate planning services*, customized credit and lending**, and philanthropy. We also have significant experience in the distinct planning and financial management issues faced by families where a member has a medical disability, severe illness or special needs. We serve a national clientele who value our refined knowledge and deeply ingrained service ethic. Our group has garnered a number of national honors. Barron's has named me one of the "Top 1,200 Advisors in America" from 2011 – 2024 inclusively(Published annually February – March. Rankings based on data as of September 30 of prior year). Additionally, I was named to Forbes "Best-in-State Wealth Advisors" list in 2018, 2019, 2021, 2022, 2023, and 2024 (Published annually Jan – April. Rankings based on data as of June 30 of prior year). *Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. **Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.