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TOP 30 Individualized banking solutions in Melville, NY
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Bank of America Private Client Advisor William Ayers
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.
M&T Bank
M&T Bank is a trusted financial institution located at 401 Broadhollow Road in Melville, New York. Our branch offers a wide range of personal banking services, including checking and savings accounts, mortgages, home equity lines of credit, auto loans, and credit cards. Our knowledgeable personal bankers are here to assist you with all your financial needs and help you find the best solutions for your goals. In addition to personal banking, M&T Bank also provides commercial and small business solutions tailored to meet the unique needs of businesses in the Melville area. Our Business Banking Specialists can help you start or expand your business, manage your finances, and achieve your financial objectives.
Flagstar Commerical & Private Banking
Flagstar Commercial & Private Banking is a trusted financial institution located at 68 South Service Road in Melville, New York. Specializing in ATM services, banking, and finance, Flagstar offers a wide range of commercial and private banking solutions to meet the needs of businesses and individuals. With a commitment to providing personalized service and innovative financial products, Flagstar is dedicated to helping clients achieve their financial goals. Visit us today to experience the convenience and expertise of Flagstar Commercial & Private Banking.
Embrace Home Loans - James Garvey - Branch Manager / Senior Loan Officer
Embrace Home Loans, led by Branch Manager and Senior Loan Officer James Garvey, is a reputable financial institution located at 425 Broadhollow Road in Melville, New York. Specializing in providing a wide range of banking and finance services, Embrace Home Loans is committed to helping individuals and families achieve their financial goals. With a strong focus on customer service and personalized solutions, James Garvey and his team strive to provide clients with the guidance and support they need to make informed decisions about their finances. Whether you are looking to purchase a new home, refinance an existing loan, or explore other financial options, Embrace Home Loans is dedicated to helping you navigate the complexities of the lending process with ease and confidence.
Merrill Lynch Financial Advisor Andre A Lee
Merrill Lynch Financial Advisor Andre A Lee is located at 1305 Walt Whitman Road in Melville, New York, United States. This institution offers a wide range of investment solutions from Merrill and banking products from Bank of America. The team at Merrill Lynch focuses on building lasting client/advisor relationships based on trust, transparency, and communication. They prioritize individual and family goals and leverage tools and resources to help clients achieve these goals. With a goals-based wealth management approach, they assist in designing and implementing customized wealth management strategies to help clients pursue their financial goals while managing investment risks. The institution believes in inclusive and interactive relationships with clients, ensuring that their immediate and future needs are aligned with their wealth strategy. Through access to investment insights from Merrill and services provided by Bank of America, they develop strategies to address clients' financial needs. The team at Merrill Lynch believes that financial success is achieved by making investment decisions that align with personally meaningful goals. They offer tools to help clients track changes in their lives and reflect these changes in their financial approach. Ultimately, Merrill Lynch Financial Advisor Andre A Lee provides access to investing insights and banking capabilities to help clients make informed decisions as they pursue their goals.
Merrill Lynch Financial Advisor Roderick A Jones
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.
TIAA Financial Services
TIAA Financial Services is a reputable institution located at 58 South Service Road in Melville, New York, United States. As a comprehensive financial services provider, TIAA offers a wide range of banking, finance, and insurance services to meet the diverse needs of its clients. With a commitment to excellence and customer satisfaction, TIAA is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Visit TIAA Financial Services today to experience professional and reliable financial solutions.
Merrill Lynch Financial Advisor PATRICK CONROY
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
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.
Merrill Lynch Financial Advisor Daniel Jason Sporn
Merrill Lynch Financial Advisor Daniel Jason Sporn, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to understanding your unique financial goals and designing personalized plans to help you achieve them. With a focus on potential solutions that turn goals into reality, the institution offers access to the investment insights of Merrill and banking solutions from Bank of America. The team of experienced professionals at Merrill works to deliver custom strategies that balance risk and reward, ensuring that your financial approach is tailored to your individual needs and priorities. By regularly reviewing and updating your approach as your life and goals change, Merrill Lynch Financial Advisor Daniel Jason Sporn aims to help you stay on track towards achieving what matters most to you. With a commitment to building strong client relationships based on trust and personalized service, the institution offers a range of services to help you reach your financial goals, whether you're planning for retirement, saving for a home, or funding a child's education. Let Merrill Lynch Financial Advisor Daniel Jason Sporn help you navigate the complexities of your financial life and create a customized investment approach to address your needs and pursue your goals.
Merrill Lynch Financial Advisor Len Baldassare
Merrill Lynch Financial Advisor Len Baldassare, located at 300 Broadhollow Road in Melville, New York, offers personalized wealth management strategies tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Len Baldassare can help you navigate the complexities of the financial markets and make informed decisions to achieve your aspirations. Len Baldassare follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis™, a personalized financial plan can be created to align with your unique goals and objectives. Through ongoing conversations and assessments, Len Baldassare aims to understand your investment preferences and develop a customized approach to help you pursue what matters most to you.
Merrill Lynch Financial Advisor Sophia E Tzemis
Merrill Lynch Financial Advisor Sophia E Tzemis, located at 1305 Walt Whitman Road in Melville, New York, is a dedicated finance institution committed to building strong relationships with clients. Sophia Tzemis, a Certified Financial Planner, offers personalized wealth management services to affluent families, focusing on investment, retirement, estate, and wealth preservation goals. With over 25 years of experience in the financial services industry, Sophia utilizes the full range of services offered by Merrill Lynch to help clients achieve their financial objectives. She takes the time to understand each client's unique situation and develops tailored strategies to meet their needs. Sophia's approach to investing is centered on understanding her clients' personal goals and priorities, ensuring that their financial plan reflects their individual needs. As a Merrill Lynch Wealth Management Advisor, Sophia provides clients with access to investment insights, trust and fiduciary services, and credit and lending solutions from Bank of America. She is dedicated to helping clients navigate the complexities of their financial lives and achieve their long-term goals. Contact Merrill Lynch Financial Advisor Sophia E Tzemis today to start planning for your financial future.
Merrill Lynch Financial Advisor Peggy Mahoney
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.
Merrill Lynch Private Wealth Advisor Marc Russell Stenzler
Merrill Lynch Private Wealth Advisor Marc Russell Stenzler, located at 300 Broadhollow Road in Melville, New York, offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team within Merrill Private Wealth Management, provides personalized service to a limited number of clients and families with integrity and excellence. The team at the Palermo Frangas Group is dedicated to making clients' lives better by offering strategies designed to help them achieve their financial goals. With a focus on high-net-worth clients, the team helps individuals, families, business owners, and executives navigate the complexities of managing substantial wealth.
Merrill Lynch Private Wealth Advisor Charles P Donnelly
Merrill Lynch Private Wealth Advisor Charles P Donnelly, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team within the institution, serves a limited number of clients and families with integrity and excellence. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution takes pride in advisors who have received recognition from financial industry publications or Bank of America Corporation for exemplary client service. The team specializes in helping individuals, families, business owners, and executives achieve their financial goals through a goals-based wealth management approach. The team, led by Luca Palermo and Nick Frangas, offers a sophisticated suite of services, including portfolio design, significant transaction oversight, and tailored financial solutions. They prioritize exceptional service, strong communication, and a personalized client experience to help clients navigate the complexities of managing substantial wealth. The team is committed to providing impeccable service and creating a special experience for a select group of families.
Merrill Lynch Financial Advisor Todd C Russell
Merrill Lynch Financial Advisor Todd C Russell, located at 300 Broadhollow Road, Melville, New York, offers personalized financial planning services to help clients achieve their retirement goals and ensure their assets last a lifetime. With over 25 years of experience in the financial services industry, Todd Russell focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. As a Vice President and Senior Financial Advisor, Todd works with individuals and families to understand their financial situation, risk tolerance, and long-term objectives, recommending personalized financial strategies aligned with their aspirations. Supported by the global resources of Merrill Lynch, Todd's team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, clients can develop a customized plan centered on their goals and focused on achieving their desired financial outcomes. Todd believes in a client-centered approach, focusing on solutions that can turn goals into reality and help manage investment risk. By understanding clients' aspirations and financial needs, Todd helps design and implement personalized plans to help clients pursue their financial goals while considering future wealth management and legacy planning. With access to the investment insights of Merrill and banking solutions from Bank of America, Todd works with clients to develop an approach tailored to their financial needs. By utilizing the Investment Personality Assessment, Todd can gain a deeper understanding of clients' investing preferences and customize financial strategies to align with their priorities. As clients' lives and goals evolve, Todd ensures their financial approach reflects these changes, helping them stay on track to achieve what matters most to them. By getting to know clients personally and understanding their unique needs, Todd can create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Todd helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship with clients, Todd helps guide them along their financial journey, addressing each question and decision with personalized care and expertise. Todd Russell is registered to do business in multiple states, offering investment insights, tips, and strategies to help clients live their best financial life. Please consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results. Contact Merrill Lynch Financial Advisor Todd C Russell to start building a customized financial plan tailored to your unique goals and priorities.
Merrill Lynch Financial Advisor John R Holst
Merrill Lynch Financial Advisor John R Holst is a finance institution located at 300 Broadhollow Road, Melville, New York, United States. As a Senior Resident Director - Wealth Management Advisor, John R Holst and his team are dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill and the banking convenience of Bank of America, they provide a wide range of opportunities including investments, retirement income planning, estate planning services, and philanthropy. The Holst Kelley Wealth Management Group specializes in understanding the unique needs of clients who are passionate about yachting, offering tailored financial strategies to help them achieve their goals. By utilizing the Investment Personality Assessment, they customize financial approaches to align with individual preferences and goals. With a focus on helping clients reach their financial aspirations, the team at Merrill Lynch Wealth Management is committed to providing comprehensive financial solutions and personalized investment strategies.
The Empire Group - UBS Financial Services Inc.
The Empire Group - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. With a strong reputation for excellence and integrity, The Empire Group - UBS Financial Services Inc. is committed to delivering top-notch financial services to individuals, families, and businesses.
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