The Siwiec, Ryan, Vita & Associates Group was formed with the purpose of delivering a best in class level of customized service to clients whose lives have become increasingly more complex. Our practice within Merrill Lynch operates much like a boutique - the client experiences a highly customized approach with high touch consultancy. Collectively, we develop personalized strategies to address the complex needs of our clients. We deliver highly customized family wealth planning and sophisticated wealth management strategies, while leveraging our talents and the vast resources of Merrill Lynch and Bank of America. Our clients include families, successful professionals, business owners, trustees and not-for-profits.
David J. Siwiec, Vice President, Wealth Management Advisor and Portfolio Manager, Personal Investment Advisory® Program, has been providing investment advice and services to high net worth private clients, businesses, institutions, not-for-profits, endowments and trusts since 1992. As the primary portfolio strategist for The Siwiec, Ryan & Vita Group, Dave’s role is to provide market analysis and investment guidance for the Group and its clients. Dave began his financial career in 1992 after discovering his zeal for investing at Canisius College. Dave maintains a flexible approach to security selection at the individual security level as well as the asset class level. His primary focus is on goal based investing with a bias toward absolute return strategies, with a combination of value, “growth at a reasonable price” and alternative portfolio diversification strategies. Dave has served as a past President of the Bond Club of Buffalo, Board member of the Parkside Community Association and volunteer with the Boys and Girls Clubs. Dave resides in Kenmore and spends time at his farm house in Ellicottville with his wife, Andrea, and three boys, Nate, Tyler and Zachary.
Matthew E. Ryan, Vice President, Senior Financial Advisor, has been providing goal-based financial strategies to individual and business clients since 1999. As the partner responsible for practice operations, Matt supervises the coordination of client services and the execution of client strategies. Matt has earned the Chartered Retirement Planning CounselorSM (CRPC®) designation as well as being designated an Accredited Asset Management SpecialistSM (AAMS®). He handles business retirement plan design, retirement funding, distribution efficiency and alternative investments, as well as access to banking and home financing for our high net worth clients. At year end, Matt coordinates optimal tax strategies with our clients' CPAs and tax preparers. Proud to be a City resident, Matt is active in many pro-Buffalo endeavors. He currently serves on the board of directors for the Alumni Association of his alma mater Buffalo State College, the Elmwood Village Charter School, The Allentown Association, and Hallwalls Contemporary Arts Center. Matt, his wife, Elyse, and daughter Addison reside in Parkside in the City of Buffalo.
Therese M. Vita, Investment Associate, began her career in financial services in 2002 after practicing law for 10 years in Upstate New York. She oversees business development and marketing communications for the Group. Therese is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and has also earned the Chartered Retirement Planning CounselorSM (CRPC®) and Certified Divorce Financial Analyst® (CDFA™) designations. Now retired from the practice of law, her prior legal experience includes real estate, contracts, trusts and estates. Therese coordinates retirement, divorce, estate, tax, charitable giving and succession planning with our clients’ attorneys. She also coordinates education savings planning, life/long term care insurance analysis and funding, and strategies for wealth preservation and transfer. Therese is an alumna of LeMoyne College and Albany Law School, belongs to the Rotary Club of Buffalo, serves on their Foundation Board, and supports several arts organizations. A true supporter of all things Buffalo, she happily resides on the Buffalo Waterfront.
Joseph T. Beecher, Financial Advisor, joined Merrill Lynch in 2011. His financial services tenure dates from 2004, with his professional development beginning with another major securities firm as well as experience with two leading banks in Western New York. Joe serves as a Key Relationship Manager for the Group and is responsible for implementing alternative and structured investment strategies within client portfolios, as well as providing 401(k) support for business clients. He is an alumnus of Buffalo State College with a degree in Economics and Finance, serves on the Board of Directors for the Boys and Girls Club of Buffalo and is a Class Agent for Canisius High School. Joe lives in Orchard Park with his wife, Amanda and daughters, Carolyn and Annika.
Denise Williams, Registered Senior Client Associate and notary public, began her career as a financial services assistant in 2000. She is fully registered and handles all aspects of the Group’s client services. Denise handles questions concerning client statements, account transfers, dividends, checks, VISA® or debit card transactions, appointment scheduling, and other service issues, including the placing of unsolicited trades. She has been recognized in the Top 100 Client Associates out of over 6,000 in all of Merrill Lynch for their Sevice Quality Award and has served as a Branch Coach. She was selected to represent the New England Region in the National Client Associate Advisory Council to Management in 2014. She is a true Western New York sports fan and frequently volunteers for the Leukemia & Lymphoma Society of WNY and for her church as a religious education teacher. Denise resides in Williamsville with her husband Glenn and three daughters.
Shay DeSouza, Client Associate, began her career at Merrill Lynch as a financial services assistant in the fall of 2011, after graduating from The University at Buffalo with a concentration in financial analysis. Shay handles administrative issues, client service questions and appointment scheduling. She is the President of the Buffalo Rotaract Club and recipient of the 2010 Buffalo Rotary Youth Leadership Award. Shay resides in Williamsville.
Some or all alternative investments may not be suitable for certain investors.