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KEY TOWER50 FOUNTAIN PLAZA
Floor No. 11,
The Siwiec, Ryan, Vita & Associates Group was formed with the purpose of delivering a best in class level of customized service to clients whose lives have become increasingly more complex. Our Group within Merrill Lynch operates much like a boutique - the client experiences a highly customized approach with high touch consultancy. Collectively, we develop personalized strategies to address the complex needs of clients. We deliver highly customized family wealth planning and sophisticated wealth management strategies, while leveraging our talents and the vast resources of Merrill Lynch and Bank of America. Clientele includes families, successful professionals, business owners, trustees and not-for-profits. David J. Siwiec, Senior Vice President-Wealth Management, Wealth Management Advisor, Portfolio Manager, has been providing investment advice and services to high net worth private clients, businesses, institutions, not-for-profits, endowments and trusts since 1992. As the primary portfolio strategist for The Siwiec, Ryan & Vita Group, Dave’s role is to provide market analysis and investment guidance for the Group and clients. Dave began his financial career in 1992 after discovering his zeal for investing at Canisius College. Dave maintains a flexible approach to security selection at the individual security level as well as the asset class level. His primary focus is on goal based investing with a bias toward absolute return strategies, with a combination of value, “growth at a reasonable price” and alternative portfolio diversification strategies. Dave has served as a past President of the Bond Club of Buffalo, Board member of the Parkside Community Association and volunteer with the Boys and Girls Clubs. Dave resides in Kenmore and spends time at his farm house in Ellicottville with his wife, Andrea, and three boys, Nate, Tyler and Zachary.
Matthew E. Ryan, Senior Vice President-Wealth Management, Senior Financial Advisor, has been providing goal-based financial strategies to individual and business clients since 1999. As the partner responsible for the group's service model, Matt supervises the coordination of client services and the execution of client strategies. Matt has earned the Chartered Retirement Planning CounselorSM (CRPC®) designation as well as being designated an Accredited Asset Management SpecialistSM (AAMS®). He handles business retirement plan design, retirement funding, distribution efficiency and alternative investments, as well as access to banking and home financing for high net worth clients from Bank of America, N.A. At year end, Matt coordinates optimal tax strategies with clients' CPAs and tax preparers. Proud to be a City resident, Matt currently serves on the Hallwalls Contemporary Arts Center board as President and on the Elmwood Village Charter School board of directors as well. He was formerly President of the Allentown Association and of the Alumni Association of his alma mater Buffalo State College. Matt, his wife, Elyse, and daughters Addison and Nora, reside in Parkside in the City of Buffalo. Therese M. Vita, Investment Associate, began her career in financial services in 2002 after practicing law for 10 years in Upstate New York. She oversees business development and marketing communications for the Group. Therese is a CERTIFIED FINANCIAL PLANNER™ professional and has also earned the Chartered Retirement Planning CounselorSM (CRPC®) designation. Now retired from the practice of law, her prior legal experience includes trusts and estates, commercial and residential real estate, and contracts. Therese coordinates retirement, estate, tax, charitable giving and succession planning with clients’ attorneys. She also coordinates education savings planning, life/long term care insurance analysis and funding, and strategies for wealth preservation and transfer. Therese is a member of the Estate Analysts of Western NY and the Western NY Planned Giving Consortium. She is an alumna of LeMoyne College and Albany Law School, serves on the Foundation Board of the Roman Catholic Diocese of Buffalo, is active in the Rotary Club of Buffalo, and supports several arts organizations. A true supporter of all things Buffalo, she happily resides on the Buffalo Waterfront.Andrew W. Kelley, Financial Advisor, joined Merrill Lynch in 2015. Andrew’s career in the financial services industry started in 2005 as a Relationship Banker with a major national retail bank in New York City, where he was recognized and promoted over 10 years, culminating in an executive level bank Branch Manager position in Milwaukee, Wisconsin. Andrew plays an integral role on the team in delivering high standards of client service, guidance and accountability. Born and raised in Williamsville, NY and having graduated from the State University of New York at Buffalo with a degree in Economics, Andrew moved home to pursue a career with Merrill Lynch and to be close with family and friends. Denise Williams, Registered Senior Client Associate, began her career as a financial services assistant in 2000. She is fully registered and handles all aspects of the Group’s client services. Denise handles questions concerning client statements, account transfers, dividends, checks, VISA® or debit card transactions, appointment scheduling, and other service issues, including the placing of unsolicited trades. In 2012, she was named one of the Top 100 Merrill Lynch Client Associates.* She has also served as a branch coach. She is a true Western New York sports fan and frequently volunteers for the Leukemia & Lymphoma Society of WNY and for her church as a religious education teacher. Denise has three daughters and one grandson. and resides in Clarence with her husband Glenn. Shay DeSouza, Registered Client Associate, began her career at Merrill Lynch as a financial services assistant in the fall of 2011, after graduating from The University at Buffalo with a concentration in financial analysis. Shay's areas of focus include client service and assisting David Siwiec with portfolio management diagnostics, data management and maintenance. She is the Treasurer of the Buffalo Rotaract Club and recipient of the 2010 Buffalo Rotary Youth Leadership Award. Shay resides in Buffalo. Some or all alternative investments may not be suitable for certain investors.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.Chartered Retirement Planning CounselorSM and CRPC® and Accredited Asset Management SpecialistSM and AAMS® are registered service marks of the College for Financial Planning. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.The Top 100 Client Associates (CAs) Merrill Lynch internal Service Quality award is an annual program ranking FINRA-registered CAs for overall client satisfaction, breath of relationships, online delivery services and good standing with the firm.
Wealth Management Advisor
Senior Vice President - Wealth Management
Senior Financial Advisor
Reg Senior Client Associate
Reg Client Associate
Matthew Ryan is registered to do business in : AZ, CA, CO, CT, FL, GA, ID, IN, MA, MD, MO, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT
David J. Siwiec is registered to do business in : AZ, CA, CO, CT, FL, GA, ID, IN, MA, MD, MO, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT
Andrew W. Kelley is registered to do business in : CT, NY
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