Branch Office Profile
The Merrill Lynch Office located in Pittsford, New York serves as headquarters for six offices in the Central New York community. We have two offices in the Rochester area in Pittsford, and one office each in Syracuse, Ithaca, Utica and Corning. Our mission in the Central New York Complex is: "To go beyond financial strategies to be an Essential Partner to our clients.”
We assist our 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 protection and performance review. We also assist our clients with concentrated stock positions and hedging and liquidation strategies though alternative investments, collars and customized liquidity contracts. We also 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 Central New York Complex is led by Jeff Adams. Other members of the Leadership Team include Client Relationship Manager Karen Lally, Administrative Manager Bill Page, Administrative Manager Robbie Wagner, and Support Staff Supervisor Matt Schlicht. 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.