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69 STATE STREETALBANY,
Headed by Jennifer L. MacPhee, Managing Director, who has been with Merrill Lynch/Bank of America for 13 years, the NY Capital Complex is headquartered in downtown Albany, NY, with associate offices in Clifton Park, Latham, Saratoga Springs, Poughkeepsie, Kingston, Middletown and Binghamton, NY as well as Pittsfield, MA. For more than 3 decades, and through every market cycle, Merrill Lynch’s NY Capital Complex has put clients and “big picture” thinking at the center of everything they do. While the approach to each client is highly individualized, the advice and guidance offered is often the result of the collective wisdom and experience of the 134 dedicated Financial Advisors in the NY Capital Complex. We share ideas and team with each other to be certain that clients receive targeted strategies designed to help them achieve their goals and dreams. Jennifer and all of the Complex’s Financial Advisors are committed to client service and satisfaction. They begin every relationship by working to help clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with their ability to draw on industry-leading analysts and specialists, Financial Advisors have the tools to fully understand each client’s current financial situation and help them create strategies designed to meet their long-term objectives, covering a range of wealth management services such as investments, estate planning services, commercial lending, philanthropy, retirement and wealth transfer.Let us show you how The Power of the Right AdvisorTM can benefit you and your family.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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