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Wealth Management Advisor
Senior Vice President - Wealth Management
Sales Manager - Wealth Mgmt
First Vice President - Wealth Management
Reg Senior Client Associate
We work with highly discerning individuals, families, businesses and charitable institutions to develop a customized strategy focused on achieving their goals.Executing on their plan is a continuous process in which we engage clients to address any and all financial and family risks and opportunities, both obvious and outlying, in order to help them achieve their goals. We place clients' interests first and carefully grow relationships proactively and responsively through mutual trust, shared values and open communication. Equally important, is our focus on anticipating changes and challenges in clients' lives, and proactively identifying strategies based on a comprehensive understanding of the life they envision. Since we work with a limited number of clients, we can focus more intimately on their lives and legacies.We begin every relationship by gathering all financial and personal information relevant to developing and executing a wealth management strategy that is backed by an asset allocation and investment portfolio tailored toward the client's unique goals and circumstances. Once the asset allocation and investment strategy are in place, we review our collective progress toward goals on a quarterly basis, making any adjustments needed to stay on course.While many investors focus on growth and/or income as their primary objective, we view a successful outcome as our mandate.Lynn M. WagnerSenior Vice President - Wealth Management, Wealth Management Advisor, CFP®Lynn has more than 30 years of experience providing customized financial and wealth management advice and services. A graduate of the University of New Hampshire, Lynn joined Merrill Lynch in 1982. He leads the wealth management strategy focus for The Wagner/Skelly Team. He focuses on retirement planning, tax strategy and legacy planning issues. Lynn lives in Briarcliff Manor, NY with his wife, Jan.
Jeffrey S. SkellyFirst Vice President-Wealth Management, Wealth Management Advisor, Sales Manager, Portfolio ManagerJeff has more than 20 years of experience providing customized financial and wealth management advice and services. A graduate of Fordham University, Jeff joined Merrill Lynch in 1990. His primary areas of practice are investment planning, portfolio management and liability management. He also serves as Sales Manager for Merrill Lynch's White Plains-Greenwich Complex, where he helps his fellow advisors deliver the firm's wealth management strategies to their clients. Jeff is a member of the Westchester Advisory Board of Lighthouse International, a not-for-profit agency focused on empowering blind and visually impaired individuals. Jeff lives in White Plains, NY with his wife, Colleen and son, Conor.Amy WallackRegistered Senior Client Associate Amy’s primary role focuses on all areas of client service, including the account opening process, and processing account maintenance requests. She also introduces additional services Merrill Lynch offers to help clients minimize the maintenance on their accounts. She has worked in the securities industry for more than 20 years, after receiving her Bachelor of Arts in Economics at Georgetown University. She lives in Stamford, CT with her husband, Bill and daughter, Michelle.Jan MasseyClient AssociateJan has more than 20 years of experience in the financial services industry, providing service and support to individual and corporate clients. Jan joined Merrill Lynch in 1998, after attending Manhattan College. Mark W. WagnerFinancial AdvisorMark joined Merrill Lynch in 2013. He joins the team with two years of personal banking experience focused on working with clients to meet their financial needs and planning for retirement. He holds a B.S. in Finance from Susquehanna University. In his free time he enjoys volunteering at the Ossining Food Pantry and playing golf.Additional Resource - Merrill Lynch Banking Advisor You may also benefit from the experience of a Merrill Lynch Banking Advisor from Bank of America, N.A. 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. Laraine Fisher, Vice President, Merrill Lynch Banking Advisor, supports your Financial Advisor team. Laraine has been in the financial services industry since 1986 and joined Bank of America in 2006. The Wagner/Skelly Team also aligns with several Merrill Lynch Specialists, allowing us to deliver a holistic approach to our clients and their families.*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.
Jeffrey Skelly is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Lynn M Wagner is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NV, NY, PA, RI, SC, TX, VA, VT, WA
Mark W. Wagner is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NV, NY, PA, RI, SC, TX, VA, VT, WA
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