Caleb Atwater
,

Vice President, Senior Financial Advisor

1241 Pittsford-Victor Road
Pittsford, NY 14534
585.899.2508
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Caleb Atwater focuses on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then he helps them create a customized wealth management approach that can be flexible as their needs and market conditions change. Caleb provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients pursue their goals.
Caleb follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in his community. He is currently serving on the Williamson Public Library Board.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Kayla Luther
Wealth Management Client Associate
585.899.2663
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.
Veronika Danielak
Wealth Management Banking Specialist
Merrill
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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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.
John Atwater is registered to do business in CA, CO, CT, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TX, UT, VA, VT, WI, WV.