Albany, NY

Merrill Lynch Wealth Management Office
69 State Street
Albany, NY 12207
518.462.8300
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
About the Branch
About Us

The branch's wealth planning process begins as the team's advisors get to know you. The branch's teams take the time to learn your priorities, goals for retirement lifestyles, financial funding for children's and grandchildren's education, complex business issues, cash management and the need for credit strategies. Once we fully understand clients' wants, needs and goals, we can employ the broad investing resources of Merrill and also offer you access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing many financial challenges.

Advisors at This Location
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The Dolfi Bullock Team
Merrill Lynch Wealth Management
518.383.8941
Merrill Lynch Wealth Management
518.462.8357
Merrill Lynch Wealth Management
518.462.8345
Kelly, Rhodes & Associates
Merrill Lynch Wealth Management
518.462.8355
Merrill Lynch Wealth Management
518.462.8306
The Stento Franke Mohan Irwin Group
Merrill Lynch Wealth Management
518.462.8393
Merrill Lynch Wealth Management
518.462.8333
Private Bank
518.626.2765
Senior Vice President, Senior Financial Advisor
518.462.8323
Senior Vice President, Wealth Management Advisor
518.462.8305
Financial Advisor
518.462.8333
Senior Vice President, Wealth Management Advisor
518.462.8301
First Vice President, Senior Financial Advisor
518.462.8374
Vice President, Senior Financial Advisor
518.462.8366
Senior Vice President, Senior Financial Advisor
518.462.8326
Merrill Financial Solutions Advisor
518.462.8372
Senior Vice President, Senior Financial Advisor
877.353.9391
Vice President, Financial Advisor
Vice President, Wealth Management Advisor
518.462.8328
Financial Advisor
518.462.8350
Financial Advisor
518.462.8371
Careers At Merrill
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At Merrill, you’re supported by a collaborative and diverse team of dedicated professionals focused on helping you take your practice to the next level.
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About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.