Mellany Bagtas is a Wealth Management Advisor in the Poughkeepsie, NY office who holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Chartered Retirement Planning Counselor (sm) (CRPC®), a designation awarded by The College for Financial Planning.
Mellany's mission, first and foremost, is to understand you, to take the time to ask hard, smart questions and to listen carefully. To understand, in great detail, exactly where your wealth stands today and where you'd like it to be tomorrow. Her mission is to design, implement and monitor a customized wealth management strategy and time-tested investment program that helps enable you and your family to achieve your personal financial goals without undue sacrifice to your lifestyle or unnecessary investment risk. Wealth management isn't merely chasing temporary gains. It is using wealth to turn goals into reality.
Mellany feels that commitment to the review process and accessibility in-between scheduled reviews are essential components in achieving the desired result with any investment portfolio. Sometimes financial circumstances change or additional opportunities become available. She believes that two-way communication is imperative. Her goal is to become a lifetime resource and an essential partner to those who have entrusted her with their financial well being.
Mellany works hard to simplify the lives of clients and give them confidence that they can achieve their dreams and aspirations.
Before joining Merrill Lynch in 2008, Mellany was a Banker at JP Morgan Chase. She graduated Magna Cum Laude from Mount Saint Mary College with a degree in Business with a concentration in Finance. Mellany serves on the Board of Directors for Hudson Valley Estate Planning Council and on the board of St. Luke's Cornwall Hospital Foundation. She is a recipient of the "Orange County Rising Star" award. She is also a proud graduate of Leadership Dutchess.
* Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. * Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
Thea Kaiser is a Registered Senior Client Associate who has been with Merrill Lynch for over 20 years. She lives in Poughquag with her husband and has two grown sons. Thea is responsible for administrative client requests and assists with client relations.