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Wealth Management AdvisorVice PresidentRIVERSIDE OFFICE PARK2649 SOUTH ROADPOUGHKEEPSIE,
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Wealth Management Advisor
Reg Senior Client Associate
Registered RD Assistant
What matters most to you, matters most to us.Tailored Investment Strategies • Fee Transparency • Measurable Results • Goal-Based Wealth ManagementWe believe that successful wealth management goes beyond investments. It is built on mutual trust and personalized service; it is built on our conviction to help clients navigate the inevitable transitions in their lives and adapt to life’s unforeseen events.Our philosophy, simply stated is:Trust + Open Communication + Goal Focused = Financial ExcellenceOur professionals possess the strategic acumen, disciplined approach and analytical skills to help you pursue your financial goals. We develop tailored financial and investment strategies for physicians, high net worth families and business owners based on each client’s complex and precise needs. Our team of wealth management professionals will help you build a road map tailored to your specific investments goals, while managing risk.We seek to maximize targeted returns within individualized risk parameters through a goal-based approach that is both flexible and adaptable in today’s uncertain economic climate.Our commitment is to you, the client. We are a wealth management team dedicated to providing you with first-class client service and guidance for all of your customized financial needs.We offer a broad range of services including:· Investment Portfolio Construction· Retirement Planning· Tax Minimization Strategies· Wealth Preservation and Transfer Services· Corporate Retirement Plan Design and Management· Banking and Financing Solutions though Bank of America
Mellany is a Vice President and Wealth Management Advisor in the Poughkeepsie, NY office who holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Chartered Retirement Planning Counselor (sm) (CRPC®), a designation awarded by The College for Financial Planning. She is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from her experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.Before joining Merrill Lynch in 2008, Mellany was a Banker at JP Morgan Chase. She graduated Magna Cum Laude from Mount Saint Mary College with a degree in Business with a concentration in Finance. Mellany serves as First Vice President on the Board of Directors for Hudson Valley Estate Planning Council and seves on the board of St. Luke's Cornwall Hospital Foundation. She is a recipient of the "Orange County Rising Star" award. She is also a proud graduate of Leadership Dutchess.Thea Kaiser is a Registered Senior Client Associate who has been with Merrill Lynch for over 20 years. She lives in Poughquag with her husband and has two grown sons. Thea is responsible for administrative client requests and assists with client relations.Michelle Nolen is a Registered Senior Client Associate who joined Merrill Lynch in 1998. Michelle graduated from SUNY New Paltz with a BS degree in Finance. Michelle handles account administration and client relations.* 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® are registered service marks of the College for Financial Planning.
Mellany Bagtas is registered to do business in : AZ, FL, MA, MD, NC, NJ, NY, OH, PA, SC, VA
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