PROFESSIONAL PROFILE

We work with highly discerning individuals, families, businesses and charitable institutions to develop a holistic strategy focused on achieving their goals.

Executing on their plan is a continuous process in which we engage clients to address any and all financial and family risks and opportunities, both obvious and outlying, in order to help them achieve their goals.

We place our clients' interests first and carefully grow relationships proactively and responsively through mutual trust, shared values and open communication. Equally important, is our focus on anticipating changes and challenges in our clients' lives, and proactively identifying strategies based on a comprehensive understanding of the life they envision.

Since we work with a limited number of clients, we can focus more intimately on their lives and legacies.

We begin every relationship by gathering all financial and personal information relevant to developing and executing a wealth management strategy that is backed by an asset allocation and investment portfolio tailored toward the client's unique goals and circumstances. Once the asset allocation and investment strategy are in place, we review our collective progress toward goals on a quarterly basis, making any adjustments needed to stay on course.

While many investors focus on growth and/or income as their primary objective, we view a successful outcome as our mandate.



Lynn M. Wagner

Senior Vice President, Wealth Management Advisor, CFP®

Lynn has more than 30 years of experience providing customized financial and wealth management advice and services. A graduate of the University of New Hampshire, Lynn joined Merrill Lynch in 1982. He leads the wealth management strategy practice for The Wagner/Skelly Team. He specializes in retirement planning, tax strategy and legacy planning issues. Lynn lives in Briarcliff Manor, NY with his wife, Jan.

Jeffrey S. Skelly

Vice President, Financial Advisor, Sales Manager, Portfolio Manager, PIA Program

Jeff has more than 20 years of experience providing customized financial and wealth management advice and services. A graduate of Fordham University, Jeff joined Merrill Lynch in 1990. His primary areas of practice are investment planning, portfolio management and liability management. Jeff is also a Merrill Lynch Certified Special Needs Advisor*, focused on the unique planning challenges that familes may face when raising a child with Special Needs. He also serves as Sales Manager for Merrill Lynch's White Plains-Greenwich Complex, where he helps his fellow advisors deliver the firm's wealth management strategies to their clients. Jeff is a member of the Westchester Advisory Board of Lighthouse International, a not-for-profit agency focused on empowering blind and visually impaired individuals. Jeff lives in White Plains, NY with his wife, Colleen and son, Conor.


*Certified Special Needs Advisor (CSNA) designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com

Amy Wallack

Senior Associate

Amy’s primary role focuses on all areas of client service, including the account opening process, and processing account maintenance requests. She also introduces additional services Merrill Lynch offers to help clients minimize the maintenance on their accounts. She has worked in the securities industry for 15 years, after receiving her Bachelor of Arts in Economics at Georgetown University. She lives in Stamford, CT with her husband Bill and daughter Michelle.

The Wagner/Skelly Team also aligns with several Merrill Lynch Specialists, enabling us to deliver a holistic perspective for our clients and their families.