AMA Group

Merrill Lynch Wealth Management

360 Hamilton Avenue
Floor 08
White Plains, NY 10601
(914) 683-9521
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As your Merrill advisors, we can offer advice, guidance and long-term planning for investment strategies that also consider — as we collaborate — your life goals, risk tolerance, time horizon and liquidity needs.
AMA 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.

Recognition
Mary Tompkins
Senior Vice President, Senior Financial Advisor
Forbes "America’s Top Wealth Advisors", 2020-2021
(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
Show more recognition
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
Mary Tompkins,

CRPC™

Senior Vice President, Senior Financial Advisor
914.683.9521
Addison Sherman
Senior Vice President, Senior Financial Advisor
561.276.1620
Angelo Mamone,

CRPC™

Senior Vice President, Senior Financial Advisor
914.683.9503
Laura G. Abels,

CRPC™

Wealth Management Specialist
914.682.5599
Meghan M Kristensen
Registered Senior Wealth Management Client Associate
914.683.9524
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.
Brendan Duffy
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Kevin Bautista
Wealth Management Banking Specialist
Merrill
Cindy Pastrana
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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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.