SEAM WEALTH MANAGEMENT

Merrill Lynch Wealth Management
18 Division St
Saratoga Springs, NY 12866
(518) 245-8121
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Trust matters to clients. And clients matter to us. By summoning our knowledge and energy, we aim to provide clients with a highly rewarding experience – especially as their situations and aspirations evolve.
SEAM WEALTH MANAGEMENT
Merrill Lynch Wealth Management
Welcome

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.

Recognition
Allan Fiore
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Show more recognition
SEAM WEALTH MANAGEMENT
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
About Us
Welcome

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.

Meet Our Team
Allan Fiore
Senior Vice President, Senior Financial Advisor
212.382.8683
Salvatore Romano,

CRPC™

First Vice President, Senior Financial Advisor
518.245.8117
Stephen Rosamino
Vice President, Senior Financial Advisor
518.245.8121
Maureen Hulbert,

CFP®

First Vice President, Wealth Management Advisor
518.245.8118
Eric Williams,

CFP®

Vice President, Wealth Management Advisor
518.245.8116
Adam Swartz
Vice President, Senior Financial Advisor
518.245.8145
Eileen M Boughton
Assistant Vice President, Wealth Management Associate
212.382.8494
Shannon Graziano
Wealth Management Client Associate
518.245.8119
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.
Merrill Lynch Logo
Danika Wukich
Alternative Investments Regional Specialist
Bank of America, N.A.
Merrill Lynch Logo
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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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.
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.