Financial Advisor, Merrill Lynch

Wagner/Skelly Team

Global Wealth Management


360 HAMILTON AVENUE
Floor 08

WHITE PLAINS, NY 10601

Phone: (914) 6825544
Email:

Directions to Branch

PROFESSIONAL STAFF

Lynn M Wagner 800-937-0434 Wealth Management Advisor Senior Vice President-Wealth Management View Profile
Jeffrey S Skelly 914-682-5544 Sales Manager - Wealth Mgmt Vice President View Profile
Mark W. Wagner (914) 682-5562 Financial Advisor View Profile
Amy Wallack 914-682-5527 Reg Senior Client Associate View Profile

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. 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.


Amy Wallack

Reg 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 more than 20 years, after receiving her Bachelor of Arts in Economics at Georgetown University. She lives in Stamford, CT with her husband, Bill and daughter, Michelle.


Mark W. Wagner

Financial Advisor

Mark joined Merrill Lynch in 2013. He joins the team with two years of personal banking experience focused on working with clients to meet their financial needs and planning for retirement.

He holds a B.S. in Finance from Susquehanna University. In his free time he enjoys volunteering at the Ossining Food Pantry and playing golf.


Wealth Management Banking
You may also benefit from the experience of a Wealth Management Banker from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Wealth Management Banker can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Laraine Fisher, Vice President, Wealth Management Banker, supports your Financial Advisor team. Laraine has been in the financial services industry since 1986 and joined Bank of America in 2006.


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

Loading Map...Loading MapQuest

Lynn M Wagner is registered to do business in:AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NV, NY, PA, RI, SC, TX, VA, VT, WA

Jeffrey Skelly is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Reporting available on FA.COM Set-Up Tool
514E32A2 (JCA*******802)