The McCormick Group

Merrill Lynch Wealth Management
18 Division St
Saratoga Springs, NY 12866
(518) 245-8128
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The McCormick Group 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 McCormick Group
Merrill Lynch Wealth Management
Welcome

The McCormick Group team brings shared ideas and resources to you, offering a strategy that puts you, rather than the market, at the center of the planning process. Offering access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals. That might include planning for and funding your children’s or grandchildren’s educations, helping ensure that income lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial strategy aligned with your goals.

About Us
Welcome

The McCormick Group team brings shared ideas and resources to you, offering a strategy that puts you, rather than the market, at the center of the planning process. Offering access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals. That might include planning for and funding your children's or grandchildren's educations, helping ensure that income lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial strategy aligned with your goals.

Meet Our Team
Thomas McCormick,

CFP®

First Vice President, Wealth Management Advisor
518.245.8128
JOSEPH VIDARTE,

AAMS™, CRPC™

Financial Advisor
518.245.8134
Jamie Decosse Zamani
Officer, Registered Wealth Management Client Associate
518.245.8137
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.
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
Randy Drzewicki
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #117123
Amanda L. Teter
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.
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.