The Simmonds Group

Merrill Lynch Wealth Management

205 South Salina Street
Suite 300
Syracuse, NY 13202
(315) 424-0480
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Your goals. Our guidance. Working together. Let The Simmonds Group help you plan to enjoy the rewards of a life well spent.
The Simmonds Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

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About Us
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Saturday, June 15th 2024| 5:30pm
12th Annual Simmonds Group Night at the Ballpark

This year's Night at the Ballpark is Saturday June, 15.

Call 315-424-0480
or Email peter.j.simmonds@ml.com

for details or to receive an invitation

Meet Our Team
Peter Simmonds,

AAMS™, CFP®, CRPC™, CSRIC®

Senior Vice President, Wealth Management Advisor
315.424.0480
Joan Simmonds,

CFP®

Assistant Vice President, Wealth Management Advisor
315.424.1605
Mary Terese Bendon
Wealth Management Client Associate
315.424.0424
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.
Randall Alan Drzewicki
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #117123
Amanda L. Teter
Wealth Management Banking Specialist
Merrill
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
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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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.
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 SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.