Riedy & Associates

Merrill Lynch Wealth Management
540 Montauk Highway
West Islip, NY 11795
(631) 376-2407
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Riedy & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Riedy & Associates
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, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Thomas Riedy
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019, 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Welcome

As Merrill financial advisors, we offer advice and guidance to help successful individuals and families pursue their financial goals. Our goals-based wealth management approach places the investor at the center of our focus, not the market. We start by listening carefully to understand your concerns, priorities, risk tolerance, time horizon, liquidity needs, goals and financial situation. From there, we work with you to develop a customized approach that connects your personal goals with potential financial solutions. Over time, we'll meet with you to track progress and make adjustments, as needed.

Sustainable and Impact Investing: Investing with a goal of pursuing competitive returns and positive change

Whether you want to live out your beliefs, help solve society's biggest challenges or target companies poised for long-term success, you may be able to pursue your goals through sustainable and impact investing.

The Chief Investment Office (CIO) offers a disciplined investment selection approach focused on how financial risk, return and sustainability are integrated into portfolios. The CIO can help you identify sustainable financial strategies across multiple asset classes that are designed to offer a range of positive social and environmental impacts.

*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., ("Bank of America") and Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of BofA Corp. This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market
benchmarks, which could also result in relative investment performance deviating.

To Learn More click the link here

Meet Our Team
Thomas P Riedy,

CPFA™

Senior Vice President, Wealth Management Advisor
631.376.2407
Andre 'Andy' Stampfel,

CPFA™

Relationship Manager
631.376.2408
Patricia A Morrissey,

CIMA®,CSRIC®

Vice President, Senior Investment Manager
631.376.2406
Cheryl Giustiniano
Wealth Management Client Associate
631.376.2413
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.
Christopher Simone
Investment Solutions Group Portfolio Strategist
Krista Ramroop
Associate Investment Advisory Specialist
Conor O'Keefe
Alternative Investments Regional Specialist
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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Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.