Smithtown, NY

Merrill Lynch Wealth Management Office
50 Route 111
Smithtown, NY 11787
631.361.3200
Learn more about an advisor's background on
Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
About the Branch
About Us

The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Advisors at This Location
Collapse to see less advisors
Merrill Lynch Wealth Management
631.361.3202
Merrill Lynch Wealth Management
631.361.3206
The Preslier Group
Merrill Lynch Wealth Management
718.281.7782
Merrill Lynch Wealth Management
631.361.3230
Merrill Lynch Wealth Management
631.361.3218
Vice President, Financial Advisor
631.361.3202
Senior Financial Advisor
631.361.3249
Financial Advisor
631.361.3227
Financial Advisor
631.361.3208
Senior Vice President, Senior Financial Advisor
631.361.3260
Senior Vice President, Senior Financial Advisor
631.361.3237
Wealth Management Advisor
631.361.3257
Senior Vice President, Senior Financial Advisor
631.361.3230
Vice President, Senior Financial Advisor
631.361.3217
Vice President, Senior Financial Advisor
631.361.3242
Vice President, Senior Financial Advisor
631.361.3236
Financial Advisor
631.361.3219
Vice President, Senior Financial Advisor
631.361.3243
Jake Cabble Headshot Image
Merrill Financial Solutions Advisor
631.361.3212
Vice President, Senior Financial Advisor
631.361.3281
Senior Vice President, Senior Resident Director
631.361.3206
Careers At Merrill
Opportunity awaits
At Merrill, you’re supported by a collaborative and diverse team of dedicated professionals focused on helping you take your practice to the next level.
Join us
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ 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.
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.
Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.