The McAuley & McCarthy Team

Merrill Lynch Wealth Management
1241 Pittsford-Victor Road
Pittsford, NY 14534
(585) 899.2611
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It has never been more important to have a Financial Advisor who asks the right questions and gets to know you. The McAuley & McCarthy Team's combined 49 years of experience have played a role helping clients simplify their financial lives and pursue their financial goals.
The McAuley & McCarthy Team
Welcome

Our team typically works with individuals and families who are preparing for or entering into retirement. Clients seek us out, often to obtain a second opinion, because of our commitment to their best interests and our reputation for maintaining a consistent approach to wealth management. We develop a deep understanding of clients' long-term retirement goals to help ensure income lasts in retirement, covering potential health care costs, and preserving wealth.

Recognition
Thomas McAuley
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2024
(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.)
Show more recognition
The McAuley & McCarthy Team
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

We believe the primary determinant of successful wealth management outcomes is the role of Investor Behavior. Consequently, we employ a Disciplined Allocation strategy to provide a methodical approach to asset management while simultaneously guiding emotion intrinsic to the investment process. Investment performance certainly counts, but what you "do" with the assets you own is just as important as "what" you own.

Recognizing this significance, our fundamental responsibilities are twofold: First, guide the extremes of our natural human emotions, Fear & Fear of Missing Out, to close the gap between the return of investments and the historically lower returns actually earned by investors. Second, educate that successful investment outcomes are not derived from the ability to "Predict" future events or market reactions to those events. Success is a function of executing a "Proper Response" to market events as guided by the disciplined investment process.

Meet Our Team
Thomas McAuley,

CFP®

Senior Vice President, Wealth Management Advisor
585.899.2611
William McCarthy,

CRPC™

First Vice President, Senior Financial Advisor
585.899.2524
Sandra M Sulik
No Officer Title, Registered Senior Wealth Management Client Associate
585.899.2613
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.