TOP 10 Business succession planning advisors in Melville, New York

Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

Bank of America Private Client Advisor William Ayers, located at 300 Broadhollow Road, Melville, New York, is a finance institution led by Senior Vice President and Private Client Advisor, Bill Ayers. With over three decades of experience in banking and wealth management, Bill assists families and individuals in navigating the complexities of significant wealth. Specializing in customized credit and lending, Bill analyzes both sides of a client's balance sheet to identify efficiencies and anticipate key decision points in their financial future. As the leader of a client's Private Bank team, he develops integrated strategies in investment management, banking, lending, trust and estate planning, business succession, and philanthropy. Bill's team collaborates with specialists to help clients achieve their financial goals with precision and resolve. Prior to joining Bank of America Private Bank, Bill held leadership roles at Astoria Bank and JP Morgan Chase, advising high-net-worth individuals and families. Active in the Long Island community, Bill serves on the board of Catholic Charities and has been involved with Long Island Cares and The Harry Chapin Food Bank. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, creating strategies tailored to meet clients' needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth, providing personalized solutions to achieve financial objectives. The institution values innovation and offers disciplined financial strategies to navigate evolving markets and complexities in the financial landscape. Please note that the website may redirect to FINRA’S BrokerCheck and that neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Clients should consult their advisors before making financial decisions.

Strategic Planning Associates - Northwestern Mutual is a finance and insurance agency located at 400 Broadhollow Road in Melville, New York. With a focus on helping individuals and businesses achieve their financial goals, our team of experienced professionals offers personalized strategic planning services to ensure long-term success and security. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, we are dedicated to providing expert guidance and support every step of the way. Contact us today to learn more about how Strategic Planning Associates - Northwestern Mutual can help you secure a brighter financial future.

Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a reputable finance institution located at 400 Broadhollow Road in Melville, New York, United States. With a team of highly qualified professionals, they specialize in providing comprehensive wealth management services to help individuals and families achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, they offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a trusted partner in helping clients secure their financial future.

Compass Advisors, located at 155 Pinelawn Road in Melville, New York, is a finance institution that specializes in guiding individuals and businesses towards financial independence. With a focus on creating personalized strategies and solutions, our experienced team offers unbiased and comprehensive advice in areas such as investment management, retirement planning, and estate conservation. Clients trust us to help them navigate their financial journey, ensuring a secure future for themselves and future generations. Compass Advisory Group LLC, operating as Compass Advisors, is a registered investment advisor dedicated to providing top-notch financial guidance.

North Ridge Wealth Planning is a premier financial institution located at 1895 Walt Whitman Road in Melville, New York. Our team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals through comprehensive wealth planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our experts are here to provide personalized solutions tailored to your specific needs. Trust North Ridge Wealth Planning to guide you towards a secure financial future.

Merrill Lynch Financial Advisor PATRICK CONROY, located at 1305 Walt Whitman Road in Melville, New York, is dedicated to managing your wealth with a personalized approach. By understanding your financial goals and priorities, Patrick Conroy can create a flexible strategy tailored to your needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, he can help you pursue your financial goals through personalized wealth management strategies. Conroy is committed to participating in the community and volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By taking the time to get to know you and your investment style, Patrick Conroy can prioritize your goals and create an individualized plan to reflect your needs. With a focus on proactive communication and personalized service, he aims to exceed your expectations and help you achieve financial success. Whether you're planning for retirement, buying a home, or funding education, Conroy's personalized approach can help you navigate the complexities of the financial market and guide you towards your goals. As a Merrill Lynch Wealth Management Advisor, he offers personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. With a commitment to staying on track and adapting to changes in your life, Conroy can help you achieve your financial aspirations. Contact Merrill Lynch Financial Advisor PATRICK CONROY to start building your personalized financial strategy today.

Merrill Lynch Financial Advisor Brian J Campbell, located at 300 Broadhollow Road in Melville, New York, offers a wide range of financial services to clients in the United States. With over 35 years of experience, Brian provides concierge service and guidance to a variety of clients including Endowments, Charitable organizations, Corporate Executives, Family Trusts and Individual Investors. Through a goals-based approach and access to specialists in various areas, Brian tailors investment strategies and risk management solutions to meet the unique needs of each client. Brian holds several FINRA registrations and designations, including Chartered Retirement Planning Counselor (CRPC) and Senior Portfolio Advisor. He is actively involved in various charitable organizations and brings a wealth of experience and expertise to his clients. With the support of the Bank of America Private Bank, Brian and his team provide specialized services in wealth structuring, estate planning, philanthropy, and investment management.

The Coordinated Plan, located at 150 Broadhollow Road in Melville, New York, is a finance institution that offers a wide range of financial services. Founded as the Coordinated Planning Group, our team of professionals is dedicated to providing clients with creative planning techniques that focus on quality, service, and integrity. Our services include Estate Planning, Legacy Planning, Corporate Benefit Arrangements, Business Succession Planning, Asset Allocation Strategies, Wealth Accumulation and Preservation, Retirement and Deferred Compensation Plans, Life Insurance, and Salary Continuation Programs. Our associates are actively involved in industry-related associations to stay up-to-date on the latest trends and best practices.

Paul Marasciullo is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road, Melville, New York, United States. Paul holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Paul's expertise in asset management, estate planning, retirement planning, investment management, and more. As a Financial Advisor, Paul Marasciullo is dedicated to providing comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals and secure their financial future.

Dennis Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 48 South Service Road, Melville, New York, United States. Dennis Miller holds various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications showcase his expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. With a focus on ethical practices and comprehensive knowledge, Dennis Miller is dedicated to providing top-notch financial advice and services to his clients. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Dennis Miller is equipped to help you achieve your financial goals.

Joseph Marinaccio, a Financial Advisor at Ameriprise Financial Services, LLC located in Melville, New York, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and more, Joseph Marinaccio is equipped to provide expert advice on asset management, estate planning, retirement planning, and investment opportunities. Whether you are a retiree, small business owner, or high net worth individual, Joseph Marinaccio can help you navigate the complexities of financial planning. With a focus on ethical practices and continuing education, Joseph Marinaccio is committed to providing clients with the highest level of service and expertise. Contact Joseph Marinaccio today to discuss your financial goals and create a customized plan for your financial future.

Donald Johannes is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. Donald specializes in asset management, retirement planning, estate planning, investment strategies, and insurance products. He is dedicated to providing comprehensive financial advice and solutions to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and expertise, Donald Johannes is committed to helping clients achieve their financial goals and secure their financial future.

Douglas Aber is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. Douglas Aber holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, investment strategies, estate planning, retirement planning, and more. Douglas Aber is dedicated to providing expert financial advice to individuals, retirees, small business owners, and high net worth clients, ensuring that their financial needs are met with professionalism and integrity.

Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers a wide range of financial services to meet the needs of individuals and businesses. Brian White holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Brian White is trained as a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst, among other designations. With a commitment to excellence and a focus on providing tailored financial solutions, Brian White is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Brian White can provide the expertise and guidance you need. Contact Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC, today to learn more about how he can help you secure your financial future.

Matthew Rogers is a financial advisor at Ameriprise Financial Services, LLC, located at 48 South Service Road in Melville, New York, United States. Specializing in finance, Matthew offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. He helps clients track their progress towards goals such as retirement, education, or major purchases like a second home. With regular meetings and updates as life changes, Matthew ensures that your financial strategy remains on track. Clients can easily access their investments and accounts from any device, securely sharing information with Matthew. To learn more about how Matthew can help you achieve your financial goals, schedule a complimentary initial consultation. Residents of select states can conduct securities business with Matthew, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and regulated environment for financial planning. Get in touch with Matthew Rogers today to start planning for a secure financial future.

Martha A. Baumbach is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 150 Broadhollow Road, Melville, New York, United States. Martha holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Martha's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and continuing education, Martha is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with investment opportunities, insurance products, or financial planning for specific life situations, Martha A. Baumbach is a trusted and knowledgeable advisor in the finance industry.

Ralph Haebich - Financial Advisor, located at 200 Broadhollow Road in Melville, New York, offers personalized financial services through Ameriprise Financial Services, LLC. With a focus on your individual goals and risk tolerance, Ralph provides investment, asset allocation, and portfolio recommendations to help you achieve financial success. Regular meetings and progress reviews ensure that your approach is updated as life changes. You can easily access your investments and track your progress towards your goals from any device. Schedule a complimentary initial consultation to learn more about how Ralph can help you reach your financial objectives. With a commitment to transparency and client satisfaction, Ralph Haebich is registered to conduct securities business in multiple states. Don't hesitate to refer friends or family members to Ralph for expert financial guidance. Member FINRA and SIPC, Ameriprise Financial Services, LLC prioritizes privacy and security for all clients.

Justin Andreoli is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. With a focus on helping clients reach their financial goals, Justin has a background in finance and a wealth of experience in the industry. Each Ameriprise advisor, including Justin, has their own areas of focus, so you can choose the approach that best aligns with your needs. You can review Justin's credentials and experience on the Ameriprise website, and fill out a consultation request form to schedule a complimentary initial consultation with him. Take the first step towards achieving your financial goals by connecting with Justin Andreoli today.

Eric Abney - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 445 Broadhollow Road, Melville, New York, United States, is a finance institution offering a wide range of services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that its advisors have the expertise and knowledge to assist clients with various financial needs. From asset management to retirement planning, estate planning, and investment strategies, the advisors at Eric Abney are equipped to provide personalized solutions tailored to each individual's unique situation. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, the team at Eric Abney is dedicated to helping you achieve your financial goals.

Christopher J Fucci, a Financial Advisor at Ameriprise Financial Services, LLC located at 150 Broadhollow Road in Melville, New York, offers a wide range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Christopher J Fucci is well-equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and more. In addition to these certifications, Christopher J Fucci also holds designations such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, Certified Estate Planner™, and Certified Exit Planning Advisor®. These certifications demonstrate his expertise in helping clients make informed financial decisions and plan for their future.

Silvana Serravillo-Graci - Morgan Stanley Financial Advisor is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. As a financial advisor at Morgan Stanley, Silvana Serravillo-Graci provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Silvana Serravillo-Graci is dedicated to helping individuals and businesses navigate the complexities of the financial world. Contact Silvana Serravillo-Graci - Morgan Stanley Financial Advisor today for expert financial advice and support.

et personalized advice and guidance tailored to your unique financial goals and aspirations. The Merrill Lynch Financial Advisor Elana Gofman, located at 300 Broadhollow Road in Melville, New York, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. The team, led by Lee Rosen and his partner Elana Gofman, specializes in serving owners of family businesses, attorneys, accountants, physicians, and retirees throughout the United States. At Merrill Lynch Wealth Management, the focus is on understanding what matters most to you - whether it's transferring wealth to the next generation, saving for a home, funding a child's education, or planning for retirement. The team utilizes the Investment Personality Assessment to gain a deeper understanding of your investing preferences and develop a customized financial approach to help you pursue your goals.

Michael J Ciccarelli is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road, Melville, New York, United States. Michael holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various individuals and businesses. As a trusted financial advisor, Michael is committed to providing comprehensive and personalized financial solutions to help clients achieve their financial goals.

Thomas J Morra is a financial advisor at Ameriprise Financial Services, LLC located at 1 Huntington Quadrangle, Melville, New York, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Thomas J Morra is dedicated to providing high-quality financial advice and services to individuals and businesses, helping them achieve their financial goals.

Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. Robert Pecoraro holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of financial planning, including asset management, estate planning, retirement planning, and investment management. Robert Pecoraro is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC for expert guidance on your financial goals.

Lev Brickman - Financial Advisor, Ameriprise Financial Services, LLC, located at 200 Broadhollow Road, Melville, New York, United States, is a reputable finance institution offering a wide range of financial services. Lev Brickman holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. The institution also specializes in providing advice and support for individuals with specific financial needs such as domestic partnerships, estate planning, retirement, and high net worth clients. Lev Brickman is dedicated to upholding the highest standards of ethics and professionalism in the financial industry, providing clients with expert guidance and personalized financial solutions.

Prime Legacy Advisor Group - Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. Recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, we offer complimentary initial consultations to help clients achieve their financial goals. Our experienced advisors provide personalized investment recommendations based on individual goals and risk tolerance, regularly reviewing and updating strategies as life changes. Clients can access their investments and accounts securely from any device. We prioritize what matters most to you, whether it's retirement planning, education savings, or other financial goals. Schedule a consultation today to learn more about how we can help you achieve financial success. Please note that our advisors are registered to do business in certain U.S. states, and we cannot guarantee future financial results. Visit our website for important disclosures and regulations. Trust Ameriprise Financial Services, LLC to help you and your loved ones achieve financial security.

Robert Gallo - TIAA Wealth Management Advisor is a prestigious finance institution located in Melville, New York, United States. As a trusted wealth management advisor, Robert Gallo provides expert financial advice and services to help clients achieve their financial goals and secure their future. With a focus on personalized solutions and exceptional customer service, Robert Gallo - TIAA Wealth Management Advisor is dedicated to helping individuals and families navigate the complexities of wealth management with confidence and peace of mind.

Merrill Lynch Financial Advisor Peggy Mahoney is a trusted finance institution located at 300 Broadhollow Road, Melville, New York, United States. Peggy Mahoney is an accessible, knowledgeable, and experienced financial advisor who is dedicated to building strong relationships with her clients. With over 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals, Peggy Mahoney brings a unique disciplined high touch approach to her practice. She focuses on building deep connections with her clients and being the center of their household's financial decision-making team. Peggy Mahoney graduated from Queens College with a degree in Accounting and has a passion for helping clients make important financial decisions. She offers a comprehensive approach to managing wealth by getting to know her clients, their families, financial situations, and what matters most to them. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Peggy Mahoney helps address various aspects of her clients' financial lives.