The Slattery Group

Merrill Lynch Wealth Management

50 Route 111
Smithtown, NY 11787
(631) 361-3230
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At The Slattery Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.
The Slattery Group
Merrill Lynch Wealth Management
Welcome

Our entire team shares a common goal: to help you pursue your personal planning strategy, such as funding your children’s educations, helping to ensure that your income can last in retirement, and planning to meet your potential health care costs while managing the transfer of wealth to the younger generation. Every step in the process takes into account your personal perspective and priorities. The aim is to help bring simplicity and transparency to the many complexities of finance, making the often intimidating task of planning for the future an exciting journey of helping you reach your goals.

Recognition
Gerald Slattery
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
About Us
Welcome

Our entire team shares a common goal: to help you pursue your personal planning strategy, such as funding your children's educations, helping to ensure that your income can last in retirement, and planning to meet your potential health care costs while managing the transfer of wealth to the younger generation. Every step in the process takes into account your personal perspective and priorities. The aim is to help bring simplicity and transparency to the many complexities of finance, making the often intimidating task of planning for the future an exciting journey of helping you reach your goals.

Meet Our Team
Gerald Slattery,

CPFA™, CRPC™

Senior Vice President, Senior Financial Advisor
631.361.3230
Brian Slattery
Financial Advisor
631.361.3227
Nolan Slattery
Financial Advisor
631.361.3257
Holly K Valinotti
Officer, Registered Wealth Management Client Associate
631.361.3262
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
Dina Sullo
Wealth Management Banking Specialist
Merrill
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Alan Kreit
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #690784
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.