Merrill Lynch today announced the opening of a new office in Saratoga Springs — the eighth office in the firm’s New York Capital Complex — to provide comprehensive wealth management solutions and personalized investment guidance for individuals, families and businesses in the Capital District, Adirondack and Hudson Valley regions.
“This office opening is another exciting step toward broadening our network of strategically located offices in growth regions,” said Jennifer MacPhee, New York Capital Complex Managing Director for Merrill Lynch and Market President for Bank of America, overseeing communications and integration among the company’s local business lines, improving the customer experience, and directing local marketing efforts aimed at strengthening the Bank of America Merrill Lynch brand in the Albany and Hudson Valley market.
A Saratoga native originally, David is moving back to the area from our Utica
location to lead the new office. Cornell, an Assistant Resident Director, is a 12-year financial industry veteran who has been with Merrill Lynch for eight years. The office will be staffed by professionals from the Saratoga and surrounding community with nearly 50 years of collective industry experience in meeting the unique financial challenges and opportunities facing their neighbors in this region.
“Merrill Lynch Wealth Management is centered on the enduring relationships between our financial advisors and our clients, and now with Bank of America, financial advisors have access to even more resources and integrated solutions to help clients with all aspects of their financial lives,” said MacPhee.
There are two guest offices available in this new office (located at 353 Broadway, in
The Rip Van Dam Building), as the firm selectively searches for top talent to round out the team of four wealth management professionals currently based there.
To reach a financial advisor at the new Merrill Lynch office in Saratoga Springs,
please call (800) 333-6891 or visit http://www.ml.com.
Merrill Lynch Global Wealth Management
Merrill Lynch Global Wealth Management is a leading provider of comprehensive wealth
management and investment services for individuals and businesses globally. With more than 16,200 Financial Advisors and more than $1.5 trillion in client balances as of June 30, 2011, it is among the largest businesses of its kind in the world. More than two-thirds of Merrill Lynch Global Wealth Management relationships are with clients who have a net worth of $1 million or more. Within Merrill Lynch Global Wealth Management, the Private Banking and Investment Group provides tailored solutions to ultra affluent clients,
offering both the intimacy of a boutique and the resources of a premier global financial services company. These clients are served by more than 160 Private Wealth Advisor teams, along with experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies. Merrill Lynch Global Wealth Management is part of Bank of America Corporation.
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The nature and degree of advice and assistance provided, the fees charged, and
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Investments involve risk, including the possible loss of principal investment.
The banking, credit and trust services sold by the Group’s Private Wealth Advisors
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