Next-Gen · rank 72 · New York, New York · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “The Novick Dewailly Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities ” — firm_official
- Firm type — wirehouse (high)
- “"firm_name":"MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED","branch_city":"NEW YORK","branch_state":"NY","branch_zip":"10019","ia_only":"N","firm_bd_sec_number":"7221"” — sec_finra_regulatory
- Team name — The Novick Dewailly Group (high)
- “The Novick Dewailly Group” — firm_official
- Team size — 7 (medium)
- “Susan Novick - Managing Director, Senior Consultant (CPFA®); Elisabeth Dewailly - Senior Vice President, Senior Financial Advisor; Barbara C Sheridan - Officer, Registered Senior Wealth Management Client Associate; Xinni” — firm_official
- CRD — 6962060 (high)
- “"ind_source_id":"6962060","ind_firstname":"Elisabeth","ind_middlename":"Ashley","ind_lastname":"Dewailly"” — sec_finra_regulatory
- Years experience — 8 (high)
- “"ind_industry_cal_date":"2018-07-26"” — sec_finra_regulatory
- Designations — CFA, CFP, other:CPFA, other:CSRIC, other:PIA, other:RAFA, other:SE (high)
- “[{"abbreviation": "CFA", "date": "2022-08-09", "name": "Chartered Financial Analyst"}, {"abbreviation": "CFP", "date": "2020-06-15", "name": "CERTIFIED FINANCIAL PLANNER"}, {"abbreviation": "CPFA", "date": "2020-07-30", ” — firm_official
Book of business
- Team AUM ($M) — 727 (high)
- “Team Custodied Assets: $727 million” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum Account Size for New Business: $500K” — forbes_shook
- Typical client net worth ($M) — 11 (high)
- “Typical Net Worth of Relationships: $2-20M” — forbes_shook
- Client niche — impact/ESG investing for high-net-worth individuals, families and their businesses (high)
- “She is a partner in the Novick Dewailly Group at Merrill, where she focuses on impact investing - a form of investing that can deliver market-rate returns while also creating social and community benefit. Her focus is on” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (low)
- “"firm_bd_full_sec_number":"8-7221","firm_ia_sec_number":"14235","firm_ia_full_sec_number":"801-14235"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ny/5av-fin-ctr/the-novick-dewailly-group/elisabeth-dewailly (high)
- “Elisabeth Dewailly - Financial Advisor in New York, NY 10019 | Merrill” — firm_official
- Value proposition (verbatim) — Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals. (high)
- “Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.” — firm_official
- Differentiators — impact/ESG investing that seeks market-rate returns plus social benefit, team-based relationships across advisors and client associates, access to Merrill global investment capabilities plus Bank of America banking, positioned as the client's primary source for financial advice, tailored strategies for a select group of high-net-worth clients (high)
- “The Novick Dewailly Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities ” — firm_official
- “she focuses on impact investing - a form of investing that can deliver market-rate returns while also creating social and community benefit” — firm_official
- Content marketing — none (medium)
- “"cTALink": "https://www.ml.com/articles/2026-mid-year-outlook.html", "cTAText": "Watch now"” — firm_official
- Has podcast — no (medium)
- “Elisabeth joined Merrill Lynch Wealth Management in 2018, after three years in the financial analysis industry.” — firm_official
- Books published — 0 (medium)
- “Elisabeth graduated from Harvard College with a BA concentrating in Stem Cell Biology and a secondary in Computer Science.” — firm_official
- Linkedin url — https://www.linkedin.com/in/elisabeth-dewailly-83661765 (high)
- “"c_linkedInURL": "https://www.linkedin.com/in/elisabeth-dewailly-83661765"” — firm_official
- Social presence — linkedin_active (low)
- “"c_linkedInURL": "https://www.linkedin.com/in/elisabeth-dewailly-83661765"” — firm_official
- Press awards — Forbes "Best-in-State Wealth Management Teams" 2024-2026, Forbes profile feature (Aug 2026): "A Boyfriend Led This Harvard Grad To Leave Tech. Now She Manages $700 Million." (high)
- “[{"disclosureText": "(Published annually in January. Rankings based on data as of March 31 of prior year.)", "nameOfAwardOrHonor": "Forbes "Best-in-State Wealth Management Teams"", "yearsReceived": "2024-2026"}]” — firm_official
- “A Boyfriend Led This Harvard Grad To Leave Tech. Now She Manages $700 Million.” — professional_press
Visual brand
- Has distinct logo — no (high)
- Logo url — https://mlaem.fs.ml.com/content/dam/ML/global/defaultSocialImage.png (medium)
- Visual brand notes — Merrill corporate template: blue hero scheme, bull mark, clean sans-serif headings, stock lifestyle and webcast imagery. No team-specific palette or typography. (high)
- “"c_heroColorScheme": "BLUE"” — firm_official
