PROFESSIONAL PROFILE

Our Client Commitment:

Our goal is to understand your needs for a wealth plan that works towards achieving your unique requirements. Whether an individual, family or business, we work closely with clients and their trusted advisors which include attorneys and accountants on developing, organizing, executing and monitoring a sound financial process. This is accomplished by building relationships that are based on trust. We offer sound professional advice along with exceptional service.

Our Group offers personalized advice that can address:
•Investment strategies for both short and long term needs
•Individual and family wealth preservation and insurance planning
•Retirement planning strategies for individuals and businesses
•Cash management recommendations for individuals and businesses
•Trust and Estate planning services
•Insurance needs for individuals and businesses

Professional Experience:

John R. French, AAMS®, CRPC®
John has been part of the Merrill Lynch Wealth Management since 2005, a graduate of Syracuse University with an MBA in organizational management; he is designated as an Accredited Asset Management Specialist® and a Chartered Retirement Planning Counselor® from the College of Financial Planning.
Johns experience, educational background and the Merrill Lynch resources allow him to use these together in building the appropriate investment strategy that make use of short and long term goals and objectives, with a focused interest in meeting each clients investment objectives, retirement planning and income needs along with wealth transfer strategies.

John Cleary, CRPC®
John is a graduate of Bryant University with a B.S. degree in Business Administration. John started his career in 1996 with Paine Webber. His experience in wealth planning and portfolio management, allows him to utilize an analytical based approach with regard to gathering important financial information of clients assets and liabilities, which in turn allows us to apply a focus on investment strategies that our tailored to the clients need.