The Petersen Benson & Walsh Group

Merrill Lynch Wealth Management
449 Route 146
Clifton Park, NY 12065
(518) 383.8961
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Petersen Benson & Walsh Group
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. We will work to help you pursue your goals through personalized wealth management strategies, including leveraging the investment insights of Merrill and the banking convenience and lending solutions of Bank of America

Recognition
John Petersen
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Welcome

We understand the responsibility our relationship with you carries—to help you achieve the goals that matter most to you. The process begins with a conversation, building a foundation that allows us to understand your priorities, risk tolerance, time horizon, liquidity needs, goals and unique concerns. A disciplined investment approach is then offered, providing you with access to the investment insights of Merrill, the trust and fiduciary services from Bank of America Private Bank and the credit and lending solutions of Bank of America. As your life and the markets change, we will meet to track progress and adjust your approach as necessary.

Meet Our Team
John Petersen,

CFP®

Senior Vice President, Wealth Management Advisor
518.383.8961
Carrie Benson,

CFP®, CPFA™

Vice President, Wealth Management Advisor
518.383.8947
Christine Ormsbee
Registered Wealth Management Client Associate
518.383.8996
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.
Timothy Thomas
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #480782
Russell Du Pont
Wealth Management Banking Specialist
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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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.