The Millard Team and Partners

Merrill Lynch Wealth Management

1241 Pittsford-Victor Road
Pittsford, NY 14534
(585) 899-2670
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The Millard Team and Partners believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Millard Team and Partners
Merrill Lynch Wealth Management
Welcome

Our entire team shares a common goal: to help you achieve your personal financial goals, such as planning for and funding your children’s education, helping ensure that income can last in retirement, and planning for potential health care costs. Every step in the process takes into account your personal perspectives and priorities. Our goal is to help bring simplicity and transparency to the complexities of investing, turning the often-intimidating task of planning for the future into an exciting journey of helping you pursue and reach your goals.

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About Me
Recognition
Clayton Millard
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
The Millard Team and Partners
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Meet Our Team
Clayton Millard,

CIMA®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
585.899.2670
Michael B Millard
Senior Vice President, Senior Consultant
585.899.2671
Ann Marie Morris
Officer, Registered Senior Wealth Management Client Associate
585.899.2672
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.
Nisheet Bonde
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Veronika Danielak
Wealth Management Banking Specialist
Merrill
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
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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.
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.