The Kendrick-Collesano Wealth Management Group
Merrill Lynch Wealth Management
90 Crystal Run Road
Middletown, NY 10941
(845) 695.0160
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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 Kendrick-Collesano Wealth Management Group
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
Scott Kendrick
Managing Director, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
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About Us
Welcome

The Kendrick-Collesano Wealth Management Group of Merrill assists individuals and businesses in reaching their financial goals through personalized financial strategies, based upon the client's risk tolerance, time horizon, liquidity needs and overall investment goals. Our team, along with our access to a network of specialists, works with clients (in conjunction with their attorneys and/or CPA's) implementing Merrill's goals-based Wealth Management Process to establish objectives, set strategy, implement recommendations and proactively review progress. Our team was named to the Forbes "Best-in-State Wealth Management Teams" list in 2024 (Published on January 9, 2024. Rankings based on data as of March 31, 2023.)

As trusted advisors, we act as client advocates and conduits, leveraging our unmatched, industry leading, integrated wealth management resources and capabilities (Planning, Lending, Investments, Trust & Estate planning services, Business Banking and retirement solutions etc.) through Merrill, Bank of America, Bank of America Private Bank (US Trust) as well as all of our affiliates and cutting edge technology, truly makes for an exceptional client experience.

Our dedicated client associate team, including Martha Gakou, Jaime Blauvelt, and Patricia Coyne follow a proactive service model. The team educates clients on the numerous resources that Merrill and Bank of America have to offer (integrated Merrill and Bank of America websites and mobile applications, My Financial Picture, Web Bill Pay, Direct Deposit, scheduling portfolio reviews and proactive client support, just to name a few). Our primary team goal is to provide a superior client experience, and deliver the robust resources and capabilities of our enterprise.

To experience our cutting edge integrated technology via www.mymerrill.com, an interactive "test drive" is available upon request.

Industry Awards:
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.2024 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Meet Our Team
Scott Kendrick,

CRPC™

Managing Director, Senior Resident Director - Wealth Management Advisor
845.695.0160
Robert S Collesano
Senior Vice President, Senior Relationship Manager
800.207.0284
Ryan Coakley,

CPFA™

Vice President, Senior Financial Advisor
845.695.0174
Susan L Murphy,

CFP®,CPFA™,CRPC™

Senior Vice President, Senior Consultant
845.431.2222
Thomas Murphy,

CPFA™

Senior Consultant
845.431.2223
Thomas Anderson,

CFP®

Wealth Management Advisor
845.695.0162
Martha Gakou
Officer, Registered Wealth Management Client Associate
845.695.0166
Jaime D Blauvelt
Wealth Management Client Associate
845.695.0164
Mary Ellsworth Winters
Registered Senior Wealth Management Client Associate
845.431.2212
Patricia Coyne
Wealth Management Client Associate
David J Keller
Vice President, Registered Wealth Management Client Associate
845.695.0167
James J Bannon
Wealth Management Client Associate
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.
Vic Diune
Wealth Strategies Advisor
Randy Drzewicki
Wealth Management Lending Officer
NMLS #117123
Ryan F Geer
Wealth Management Banking Specialist
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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.
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.