• Was Named to FORBES MAGAZINE "Best-in-State Wealth Advisors" list in 2019, 2022, 2023 and 2024. (*Published annually Jan – April. Rankings based on data as of June 30 of prior year.) - Has a Certificate of Professional Development from the Wharton School of Business - Riedy & Associates has over 80 years of combined experience in the financial services industry. - Has earned the Certified Plan Fiduciary Advisor® (CPFATM) designation. - Has earned the Chartered Retirement Planning Counselor TM (CRPC®) designation. - Has earned the Merrill Lynch Wealth Management designation of Wealth Management Advisor (WMA). - Is an approved Merrill Lynch Wealth Management Discretionary Portfolio Manager. - Holds the Series 7,63,65,8,9 FINRA Registrations - Holds life and health insurance licenses - Is on the Board of Directors for the Cradle of Aviation Museum in Garden City, New York - Is on the Advisory Board for the Town of Islip-MacArthur Airport - Is on the Board of Directors for ADDAPT - Is an Instrument Rated Private Airplane Pilot - Member at TPC River Highlands Golf Club - Member of the Freedom Boat Club.
  
  \*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year. Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

\*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.   I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.