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1241 PITTSFORD-VICTOR ROADPITTSFORD,
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The Merrill Lynch Office located in Pittsford, New York serves as headquarters for six offices in the Western New York community. We have two offices in the Rochester area in Pittsford, and one office each in Buffalo, Williamsville, Batavia and Jamestown. Our mission in the Western New York Complex is: "To go beyond financial strategies to be an essential financial resource to clients.”We assist clients in wealth accumulation, wealth preservation, and wealth transfer strategies through a total Wealth Management Process. The process includes goal-setting, asset allocation, portfolio management, liability management, tax minimization, asset preservation and performance review. We also assist clients with concentrated stock positions and hedging and liquidation strategies through alternative investments, options and customized liquidity contracts. We work with business owners through all stages of the business life cycle, from growth to maturity, by providing cash management for day to day operations, and financing for growth opportunities. We also provide succession planning, private sale of businesses and group benefit plans. The Western New York Market is led by Jeff Adams. Other members of the Leadership Team include Client Relationship Managers Karen Lally, Matthew Schlicht, Amy Abrahamson and Associate Client Relationship Manager Lauren McKenzie. Administrative Managers Bill Page, Robbie Wagner, John Wilson and Mike Fullen. For more information or to work with a Financial Advisor, please contact Jeff Adams, or any member of the leadership team at (585)899-2500 or (800)937-0753.Some or all alternative investments may not be suitable for certain investors.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.Asset Allocation does not ensure a profit or protect against loss in declining markets.
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.