The Tarpey Barry Group
Merrill Lynch Wealth Management
360 Hamilton Avenue
Floor 08
White Plains NY 10601
(914) 683.7560
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Mission Statement
As a Wealth Management advisory team, The Tarpey Barry Group is committed to helping clients achieve their goals while seeking the least amount of risk possible and the highest probability of success. We stress a disciplined, long-term approach to investing driven by clients’ unique circumstances.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

About Us
Philosophy

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Meet Our Team
Robert Tarpey,

CFA

Senior Vice President, Wealth Management Advisor
914.683.7557
John A Barry
Senior Vice President, Senior Consultant
914.682.5506
Daniel Tarpey,

CFA, CPFA®

Senior Vice President, Wealth Management Advisor
914.683.9505
Michael Wares,

CFP®

Financial Advisor
914.682.5524
Elena L Desarden
Officer, Wealth Management Client Associate
914.682.5502
Mary Katherine Waylonis
Officer, Wealth Management Client Associate
914.683.7560
Daniel Manganello
Daniel Manganello
Wealth Management Client Associate
914.683.7551
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.
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
Kevin Bautista
Wealth Management Banking Specialist
Merrill
David Schlansky
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #247463
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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.