The Wagner Sheffer Group Team Photo
The Wagner Sheffer Group
Merrill Lynch Wealth Management
18 Division St
Saratoga Springs NY 12866
(518) 245.8122
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Our purpose is to take care of people, especially those who have other things to take care of. Our goal is to help you achieve and maintain financial well-being; to help you make informed decisions with your time and money to pursue your goals.
The Wagner Sheffer Group
Welcome

"Many times, what a person needs is not a brilliant mind that speaks, but a patient heart that listens."  - F. Scott Fitzgerald

Our purpose is to take care of those who value their time and understand that it’s about more than money, it’s about life. We are passionate about helping people make wise decisions with their time and money so that they have more of both.

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Financial Planning with Merrill Personal Wealth Analysis® (PWA)
About Us
Welcome

Our process is designed to support better decisions and better outcomes. We listen to develop an understanding and appreciation for your past, your present, and your future, incorporating all that is important to you before designing a wealth management strategy. Changes in your life, goals, preferences, liquidity needs, and comfort with risk are thoroughly addressed and documented. You are kept informed of your progress through real-time access to your accounts and regularly scheduled discussions.

It's about more than your money, it's about your life. Who is listening to you?

Wednesday, September 18th 2024| 5:00 PM - 8:00 PM
An evening at Bowman Orchards

Let's welcome autumn at Bowman Orchards. Wander through the orchard, pick apples, and savor the sightsand smells of Fall. We'll have food, cider, donuts, and activities for the little ones. Bring your...

Saturday, December 7th 2024| 10:00 AM
A Holiday Movie

The Bells of St. Mary's

You are invited to a private showing of the classic holiday film. Doors open at 10:00 AM. The film will begin at 10:30 and runs about 2 hours. Popcorn and drinks will be ...

Meet Our Team
Brad Wagner,

CDFA®, CFP®, CKP®, CPFA®

Senior Vice President, Wealth Management Advisor
518.245.8122
Jacqueline Sheffer,

RICP®

Vice President, Senior Financial Advisor
518.245.8149
Jamie Decosse Zamani
Assistant Vice President, Wealth Management 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.
Amanda L. Teter
Wealth Management Banking Specialist
Merrill
Randy Drzewicki
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #117123
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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