Latham NY

Merrill Lynch Wealth Management Office
26 Century Hill Drive
Latham, NY 12110
518.782.4044
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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.
Latham NY
Merrill Lynch Wealth Management
Advisors at This Location
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Welfley & Associates
Merrill Lynch Wealth Management
518.782.4045
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Merrill Lynch Wealth Management
518.782.4076
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Merrill Lynch Wealth Management
518.782.4068
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Merrill Lynch Wealth Management
212.236.5593
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Merrill Lynch Wealth Management
518.782.4088
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The Franke Stento Mohan Irwin Group
Merrill Lynch Wealth Management
518.782.4062
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Vice President, Senior Financial Advisor
518.782.4045
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Merrill Financial Solutions Advisor
NMLS #2607985
518.782.4057
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Joel DiPersio Headshot Image
Financial Advisor
518.782.4050
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Senior Vice President, Wealth Management Advisor
518.782.4093
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Financial Advisor
518.782.4075
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Vice President, Wealth Management Advisor
518.782.4078
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First Vice President, Senior Financial Advisor
518.782.4086
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Managing Director, Wealth Management Advisor
518.782.4094
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Wealth Management Advisor, Portfolio Manager
518.782.4091
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Vice President, Wealth Management Advisor
617.320.6275
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Shilin Yin Headshot Image
Wealth Management Advisor
518.782.4051
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Senior Financial Advisor
518.782.4066
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Vice President, Senior Financial Advisor
518.782.4080
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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.
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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ 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 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.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.