The Higgins Mahoney Group

Merrill Lynch Wealth Management
2 Crosfield Avenue
Suite 223
West Nyack, NY 10994
(845) 348.6905
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The Higgins Mahoney Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Higgins Mahoney Group
Welcome

The Higgins Mahoney Group team brings shared ideas and resources to you, offering a strategy that puts you, rather than the market, at the center of the planning process. Offering access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals. That might include planning for and funding your children’s or grandchildren’s educations, helping ensure that income lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial strategy aligned with your goals.

Recognition
Daniel Mahoney
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Brian Higgins
Senior Vice President, Wealth Management Advisor
845.348.6905
Daniel Mahoney,

CPFA®

Managing Director, Wealth Management Advisor
845.348.6902
Douglas J Clancy,

CFP®, CIMA®

Vice President, Senior Wealth Planner
845.348.6938
Michael Stentiford
Wealth Management Specialist
845.348.6914
Maggie Mahoney
Financial Advisor
845.348.6918
Eileen Finnegan,

CRPC™

Vice President, Senior Business Manager
845.348.6920
Ellen M Panno
Officer, Wealth Management Client Associate
845.348.6906
Autumn Rachel Weems
Registered Wealth Management Client Associate
845.348.6921
Lina Giampa
Wealth Management Client Associate (FP)
845.348.6939
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.
Julissa Y Aguero
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #644449
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Uma Natrajan
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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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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.