MERRILL LYNCH-MCH GROUP

The MCH GroupThe MCH Group

Full Service Financial Planning

Eric Moore (302) 227-5155 Financial Advisor Vice President
Steve Cooper (302) 227-5148 Financial Advisor Assistant Vice President
Trey Hastings (302) 227-5156 Financial Advisor Assistant Vice President
Rita Mahaffey (302) 227-5164 Client Associate

PROFESSIONAL PROFILE

Eric Moore is a vice president and financial advisor who joined Merrill Lynch in 2009. He began his career in financial services with Morgan Stanley in 1995 in Dover, DE. Eric concentrates on market trends and economic conditions. He is a CHARTERED RETIREMENT PLANS SPECIALISTSM, a designation granted by The College for Financial Planning. Eric graduated from Wesley College with a degree in Business Management and a minor in Economics, and has a M.B.A. from Wilmington University. He also taught both finance and micro economics at Delaware Technical and Community College. Eric is a veteran of The United States Coast Guard where he was an electronics specialist. While enlisted, he received the Good Conduct Award.

Steve Cooper is an assistant vice president and financial advisor who joined Merrill Lynch in 2009. He began his career in financial services with Morgan Stanley in 1999 in Rehoboth Beach, DE. Steve helps clients implement ideas for their personal and business finances using asset allocation and wealth management strategies. Steve is a CERTIFIED FINANCIAL PLANNERTM practitioner awarded by the Certified Financial Planner Board of Standards, Inc, and he is a CHARTERED FINANCIAL CONSULTANT® (ChFC®). Steve has over twenty years of corporate finance experience. Steve is a magna cum laude graduate of Lafayette College with a degree in Economics and Business, and has a M.B.A. in Finance and Applied Economics from the University of Rochester. Steve resides in Lewes, DE with his wife Gail and son Brent. Their daughter Lauren lives in Arlington, VA. Steve is an avid sports fan and actively participates in soccer and tennis. Steve and Gail support various animal rescue organizations.

Trey Hastings is an assistant vice president and financial advisor who joined Merrill Lynch in 2009. He began his career in financial services as a product specialist within the banking industry prior to joining Morgan Stanley in 2000 in Georgetown, DE. Trey works with clients to determine financial goals and develop and implement customized investment and wealth management strategies. He is a CHARTERED RETIREMENT PLANNING COUNSELORSM, a designation granted by The College for Financial Planning. Trey is a graduate of the University of Delaware with a degree in Political Science, and has a M.B.A. from Wilmington University. He is a former instructor for The Delaware Money School, a program of the Delaware Financial Literacy Institute. Trey resides in Lewes, DE with his wife Casey and daughter Reagan. In his spare time, Trey is an avid sports fan and enjoys traveling.

Rita Mahaffey is a client associate who joined Merrill Lynch in 2009. She began her career in financial services as an agent with Nationwide Insurance prior to joining Morgan Stanley in 2000 in the Georgetown, DE office. Rita provides a wide array of services to assist clients, including account administration and client relations. Rita resides in Georgetown, DE with her husband, Glenn and daughter, Lauren.

 

Address

19535 CAMELOT DRIVE
REHOBOTH BEACH, DE 19971

Telephone(s)

302-227-5155
302-227-5156

Fax Number

302-724-6190

Email Address

Categories

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Georgetown is 16 Miles from Anywhere in Sussex County - Bethel, Blades, Bethany Beach, Bridgeville, Dagsboro, Delmar, Dewey Beach, Ellendale, Fenwick Island, Frankford, Greenwood, Henlopen Acres, Laurel, Lewes, Millsboro, Millville, Milton, Milford, Ocean View, Rehoboth Beach, Seaford, Slaughter Beach, South Bethany,