Saratoga Sprin

Merrill Lynch Wealth Management Office
18 Division St
Saratoga Springs, NY 12866
518.245.8120
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About the Branch
Culture

The branch's financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client's current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.

Advisors at This Location
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Merrill Lynch Wealth Management
518.245.8122
Merrill Lynch Wealth Management
518.245.8121
Merrill Lynch Wealth Management
518.245.8128
Financial Advisor
518.245.8123
Senior Financial Advisor
518.245.8134
First Vice President, Senior Financial Advisor
518.245.8121
Senior Vice President, Senior Financial Advisor
518.245.8132
Vice President, Senior Financial Advisor
518.245.8125
Officer, Merrill Financial Solutions Advisor
518.245.8144
Senior Financial Advisor
518.245.8147
Andrew Pleat Headshot Image
First Vice President, Resident Director - Wealth Management Advisor
518.245.8133
First Vice President, Wealth Management Advisor
518.245.8128
Merrill Financial Solutions Advisor
518.245.8141
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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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AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
RICP® and Retirement Income Certified Professional® are the property of The American College, which reserves sole rights to its use, and is used by permission.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.