A veteran of the wealth management industry, Allan joined Merrill Lynch Wealth Management in 2017 after spending 15 years at Ayco Company, L.P. (a Goldman Sachs company) – most of that time as a Vice President.
Realistic in setting client expectations and holistic in his approach, Allan helps clients appreciate the importance of taking a long-term view on preserving and growing the wealth they’ve worked hard to accumulate. Allan is devoted to providing an extra measure of attention to clients whose success he is committed to support.
Allan is headquartered in The SEAM Wealth Management Group’s Rockefeller Center office in New York City. High energy inside and outside the office, he enjoys working out and serving others. Allan actively supports the Tenement Museum, the Alzheimer's Foundation, the Ovarian Cancer Research Foundation, and serves Thanksgiving meals to families in need. He is a former college and high school football coach, and volunteers in that capacity at Susan Wagner High School. Allan holds a Bachelor’s degree in Economics from Union College, where he captained the football team and was selected as All-East Conference several times.
SEAM Wealth Management Group https://fa.ml.com/new-york/saratoga-springs/seam-wealth-management-group/
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
At The SEAM Wealth Management Group, we are motivated by the belief that our performance and professionalism play critical roles in enhancing and enriching the lives of client families. Each of us is proud of our ability to turn research into results, to deliver highly personalized service, and of the relationships with clients that grow from our efforts.
In order to create a more fulfilling environment for clients – and serve them in ways that bring added value – our team recently moved to Merrill Lynch Wealth Management. We joined the firm to advance our forward-looking approach with vast resources that can help clients plan and prepare for key milestones and transitions.
Accounting for clients' ambitions, circumstances and desires to make wise financial decisions, we do not guide clients with our eyes on industry benchmarks. Instead, we take the time to see clients as people, rather than portfolios. We want to know what's on a client's mind, their greatest fears and most cherished goals. By visiting clients at their homes, sitting at their kitchen tables, and engaging with spouses and entire families whenever possible, we can help them explore and identify their objectives.
Over the years, we've developed the rich experience and demonstrated ability to manage high concentrations of wealth for an affluent, nationwide clientele – including many individuals who've been referred to us. We are fully invested in supporting these clients and welcome the opportunity to serve you, as well.
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.
