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SHERIDAN MEADOWS CORP PARK6245 SHERIDAN DR
Senior Financial Advisor
Senior Vice President-Wealth Management
Reg Senior Client Associate
Stephen M. Szymanski, a Senior Vice President and Senior Financial Advisor joined Merrill Lynch in 1978. He has more than 30 years of experience focusing on the financial and investment needs of high net-worth individuals, businesses, and institutions. Steve is designated as a Portfolio Manager within the firm’s Personal Investment Advisory® Program (PIA). He is active in many local charities including Friends of Father Baker, St. Francis High School and Suneel’s Light. Steve resides in East Amherst and enjoys spending time with his wife, three grown children and their families in North Carolina.Robert S. Jellinick, a Senior Vice President and Senior Financial Advisor, has more than 20 years of experience in the financial services industry. Bob is designated as a Portfolio Manager within the firm’s Personal Investment Advisory® Program (PIA). In addition, he is the Group’s specialist in the area of investment strategies, retirement planning, 401(k)/Pension Plans, and college savings plans. Bob is active in local charities including Friends of Father Baker and is active in the fundraising efforts for Nativity of the Blessed Virgin Mary School. Bob resides in Clarence with his wife and four children.Phoebe E. Rodriguez, a Registered Senior Client Associate and notary public, joined Merrill Lynch in 1995 after receiving her Bachelor’s Degree from Buffalo State College. She is fully registered and earned the Chartered Retirement Planning Counselorsm (CRPC®) designation in 2008. Phoebe handles all of the administrative aspects for the Group in addition to facilitating unsolicited trades for the Group’s clientele. Phoebe resides in Getzville with her husband and two young sons.
Combined, our Group has over 65 years of experience in providing financial guidance and wealth management services. We advise a clientele base that has more than $300 million in corporate, family and individual assets held with Merrill Lynch (as of 12/31/13). As Portfolio Managers, Steve and Bob specialize in implementing wealth management strategies and portfolio management within the firm’s Personal Investment Advisory® Program (PIA). We have extensive experience assisting high net-worth clients with wealth transfer, business services, retirement and estate planning issues, private money management, and concentrated stock strategies. Our clients are comprised of affluent families, corporate executives and successful business owners who value the planning approach we bring to the relationship.The Group can be reached toll free at 1-866-822-8618. The FAX number is 716-200-4422.
Stephen Szymanski is registered to do business in:AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MO, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VI, VT, WA
Robert S. Jellinick is registered to do business in:AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MO, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VI, VT, WA
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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.