Marc P. Cassalina, CFP® is a Senior Vice President and Wealth Management Advisor in the Poughkeepsie, NY office.  Marc has spent his entire +30 year career as a dedicated Merrill Advisor, and spent 10 of those years as the Senior Resident Director of the Poughkeepsie Office from 2009 to 2019.  Before joining Merrill Lynch Wealth Management in June of 1990, Marc attained his BS at Marist College in Poughkeepsie, NY and he also holds the CFP® certification. Marc’s innate focus to his clients risk considerations, goals and objectives has enable him to navigate financial storms and obstacles to help meet his client’s financial goals. He develops strategies designed to pursue desired outcomes, while building, managing and preserving wealth for current and future generations. Marc’s area of focus includes retirement assets and services, asset management, tax minimization strategies, charitable giving and estate planning services. Working with Merrill Lynch Wealth Management and his team, he is able to deliver personal attention to his clients with the security and global strength of Merrill and the banking convenience of Bank of America. Personally, Marc and his wife Margarete of 32 years are passionately committed to curing Cystic Fibrosis.  Marc has served as Board Member and Board President of the Greater NY Chapter, and is currently serving on the National Milestones and National Individual Giving Committees.  In 2022, Marc and his wife were recognized with the foundations highest honor, receiving the Breath of Life Award. Their youngest child Jena lost her battle to Cystic Fibrosis in 2006 at the age of 13.  Their son Eric is living and thriving with CF, is married, and has two children of his own. Eric is proudly a partner on Marc’s team. Marc and Margarete also support the Culinary Institute of America, CIA.  As CIA fellows, they work to support the board and the mission of the Culinary, with most of efforts going towards much needed scholarships. They also support the African Missionary Health Organization, they recently attended a Donors trip to Kenya to see firsthand the impact the organization is making on the health and wellbeing of the Kenyan residents.  Marc and Margarete live in Marc’s hometown of Milton, NY.  They enjoy travel, golf and of course working towards a cure for CF and are proud grandparents to Easton and Everly. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.