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26 CENTURY HILL DRIVELATHAM,
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Wealth Management Advisor
Registered Client Associate
The Moloney-Leonard Group helps families, business owners and individuals build their financial future. We care deeply for the clients we serve and are honored to apply over 70 years of combined financial services experience to help pursue their goals. As Merrill Lynch Wealth Management Advisors, our team offers advice and guidance for simplifying and streamlining clients' wealth management. We begin every relationship by uncovering precisely how clients define financial success and a fulfilling life. From this perspective, we help them customize their breadth of strategies and support. Throughout our relationship, we leverage our firm's vast resources to assist clients through life stages and market cycles. As the financial world evolves, our team strives to provide support and service that help clients keep their financial lives on track. Rather than seeking arbitrary benchmarks, we focus on pursuing the specific, tangible outcomes clients seek. From retirement income to estate planning services, our wealth management support reflects clients' true needs and goals.
Sean Moloney, AAMS®Vice PresidentWealth Management AdvisorPortfolio AdvisorWith over 20 years of experience, Sean is dedicated to providing clients with the finest individually tailored approach to develop your personalized wealth management and investment strategy. At the heart of Sean’s philosophy is a passion to help clients realize their “Life Goals”. Whether your goals are to retire in style, take care of loved ones, or plan for the unexpected, Sean will help you develop a plan that will address your life goals.Throughout Sean’s career he has focused on helping clients achieve their life goals by incorporating a defined process. This process includes portfolio development, liability management, tax minimization, legacy planning, and asset preservation with a specific emphasis on helping to assure a lifetime retirement income stream. Sean will utilize the strength and resources available through Merrill Lynch and Bank of America to help you realize your life goals.Sean earned a Bachelors of Science degree in Finance from St. John’s University in 1991. In addition he has earned the accreditation of Accredited Asset Management Specialist(sm). He also currently holds a series 7, 63, 65, FINRA registrations and Life and Health Licenses.On a personal note: Sean is happily married to his wife, Michelle, of 20 years. They have three children John, Sheila, and Michael. Sean and his family reside in Bethlehem, NY. Sean currently serves on the Board of Directors as well as several committees at the Bethlehem YMCA.*Accredited Asset Management Specialist(sm) and AAMS® are registered service marks of the College of Financial Planning.Nicole LeonardVice PresidentWealth Management AdvisorIn the 22 years that Nicole has been in the financial services industry she has found that most clients are focused on advancing their careers, raising their children, giving back to their communities and enjoying their retirement. One thing that often gets pushed aside is focusing on their financial goals. Nicole prides herself on helping clients define their goals and develop strategies to achieve them. One of her priorities is to help sort through the abundance of financial information and make prudent decisions with clients that focus on their long term goals. She believes that she is able to provide sound advice and develop long term trusted relationships through getting to truly know clients and their families not only financially but personally. Nicole began her career with Citigroup in 1993. She relocated to Upstate NY in 1999 and joined Fleet Bank/Quick & Reilly which through acquisition became Bank of America. Through the merger of two world class organizations, Bank of America and Merrill Lynch, Nicole is able to utilize the exceptional resources and research to help clients with all of their financial needs including helping clients focus on estate planning issues.Understanding there is a vast array of financial hurdles facing clients today, she has assembled a team of specialists to provide expert guidance and advice in such areas as wealth transfer maximization, family protection, income replacement, cash management strategies and credit strategies. A graduate of The State University of New York at Albany, Nicole and her husband, Mike, are raising their 3 children in Saratoga Springs. She enjoys volunteering and supporting her children’s school. She is the President of the school PTA Executive Board. She is actively involved in the community, supporting the Saratoga American Little League and local chapters of several national charities including, The American Heart Association. She enjoys skiing and traveling with her family.She also currently holds a series 7, 63, and 65 FINRA registration. Lisa Lewis SantosRegistered Client AssociateLisa has been in the financial services industry since 1987. She received her degree in Business Economics from State University of New York at Oneonta. Lisa handles account administration and is the first point of contact for most operational inquiries. Additional ResourcesVince MilesVice PresidentMerrill Lynch Banking AdvisorYou may also benefit from the experience of a Merrill Lynch Banking Advisor from Bank of America, NA who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Banking Advisor can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Vince Miles, Vice President, Merrill Lynch Banking Advisor, supports your Financial Advisor team. Vince has been with Bank of America since 1999.
Sean Moloney is registered to do business in : AZ, CA, CT, FL, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, RI, SC, SD, TN, TX, VA
Nicole Leonard is registered to do business in : AZ, CA, CT, FL, MA, ME, MN, NC, NH, NJ, NY, OH, PA, RI, SC, SD, TN, TX, VA
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