Blair Wealth Management

Merrill Lynch Wealth Management
300 Broadhollow Road
2nd Floor
Melville NY 11747
(631) 546.9501
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Mission Statement
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.
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.

Recognition
Blair Wealth Management
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

Communication is instrumental to managing life's challenges. That's why we work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. We can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

Meet Our Team
Scott Blair,

CPFA®, CRPC™

Managing Director, Senior Financial Advisor
631.546.9501
Tara L Busby
Assistant Vice President, Wealth Management Associate
631.546.9502
Sergio Russell-Diaz
Registered Wealth Management Client Associate
631.546.9516
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.
Jazmin Adorno
Wealth Management Banking Specialist
Merrill
Alan Kreit
Wealth Management Lending Officer
Bank of America, N.A.
Paul Vincent Barbarino
Employee Benefits Specialist
Bank of America, N.A.
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 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.