The PITTSFORD Office

Jeffrey  A  Adams 
Branch Manager
    1241 PITTSFORD-VICTOR ROAD
    PITTSFORD,  NY  14534

    Phone: (800) 937-0753

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PITTSFORD Branch Office
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Merrill Lynch Branch Office
ROCHESTER, NY 

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, Client Relationship Manager Matthew Schlicht, Administrative Manager Bill Page, Administrative Manager Robbie Wagner, and Associate Administrative Manager Stephen Melnyk. 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.

Client Commitment



Financial Advisors at this Location

 
 
 
 
 
 
  Michael T. Claffey, CFP®, CRPC®
  Thomas M. McAuley, CFP®, CRPC®
  William P. McCarthy, CRPC®
 
 
 
 
  Mark A. Eidlin
  Matthew A. Kilmer
  Dawn K. Klein
  Scott D. Fredereksen
 
 
 
 
 
 
  Keith Harter
  Gary Fitch Jr.
 
 
 
 
 
 
 
  William W. Lloyd
  Andrew J. Means
  Peter H. Willsea
  William I. Kablack, Jr.
 
 
  Michael B. Millard
  Clayton L. Millard
  Jeffrey J. Smith
 
 
 
 
  Michael Powers
  Daniel J. Hare
  Daniel Antocicco
  Ryan B. Slater
 
 
  Jeffrey Renelt
  Thomas Worden
  Karen Verrone
  Bryan Ray
 
 
 
 
 
 
 
 
 
 
 
  Gerald R McCue
  Gregory J Schaller
  Jennifer Ritz
 
 
  Lee S. Woodring, CIMA®, CPWA®
  Angelo J. Ponticello, CRPC®
  Alan F. Sheldon, CRPC®, CSNA
26490234 (JCA*******803)