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Dedicated Retirement Specialists

With AB, you have access to Retirement Specialists, who provide the research and guidance you need to stand apart from other financial advisors as a retirement leader.

Click the region that you support.

US map
West West West
South area area
Central
East

The Tools of the Trade

  • Methodology for Building Business: a retirement practice management process that helps create a business plan designed specifically for the retirement plan marketplace
  • Plan Design: a pragmatic assessment of retirement plans, guided by AB’s Retirement Specialists, that uses behavioral, demographic and market research to optimize plan design
  • Investment Selection: fund screening and assistance with investment selection
 

West

To Be Determined

Retirement Specialist

To Be Determined
alliancebernstein_adv@custhelp.com
Office: (800) 243-6812 x3044

Scott Bauman

Retirement Solutions Associate

Scott Bauman
Scott.Bauman@abglobal.com
Office: (800) 243-6812 x3141

South

Martin Zayac

Retirement Specialist

Martin Zayac
martin.zayac@abglobal.com
Office: (201) 787-3321

William Wielgolewski

Retirement Solutions Associate

William Wielgolewski
william.wielgolewski@abglobal.com
Office: (800) 243-6812 x3125

Central

Greg Handrahan

Retirement Specialist

Greg Handrahan
gregory.handrahan@abglobal.com
Office: (312) 888-5377

Scott Bauman

Retirement Solutions Associate

Scott Bauman
Scott.Bauman@abglobal.com
Office: (800) 243-6812 x3141

East

Todd Mann

Retirement Specialist

Todd Mann
todd.mann@abglobal.com
Office: (617) 455-2467

Jake Connors

Retirement Solutions Associate

Jake Connors
Jake.Connors@abglobal.com
Office: (800) 243-6812 x3144


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AB Investments, Inc. (ABI) is the distributor of the AB family of mutual funds. ABI is a member of FINRA and is an affiliate of AB L.P., the manager of the funds.


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