The Dolfi Bullock Team

Merrill Lynch Wealth Management
69 State Street
Albany, NY 12207
(518) 383-8941
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Whether developing a strong retirement plan for your company or finding investment strategies for your personal wealth management, we provide a personalized approach to helping you meet your goals.
The Dolfi Bullock Team
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Meet Our Team
Andrew Bullock,

CFP®,CKP®,CPFA™

Managing Director, Wealth Management Advisor
518.383.8941
Robert M Dolfi
Senior Vice President, Senior Consultant
518.462.8321
Paul Wilders
Vice President, Senior Financial Advisor
518.383.8944
Amanda M Kowalski
Assistant Vice President, Wealth Management Associate
518.462.8317
Meghan M Pendergast
Wealth Management Client Associate
518.383.8969
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Russell Du Pont
Wealth Management Banking Specialist
Merrill Lynch Logo
Vic Diune
Wealth Strategist
Merrill
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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.