Wagner/Skelly Team

Merrill Lynch Wealth Management

360 Hamilton Avenue
Floor 08
White Plains, NY 10601
(914) 682-5544
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Wagner/Skelly Team
Merrill Lynch Wealth Management
Welcome

We work with highly discerning individuals, families, businesses and charitable institutions to build a customized plan focused on achieving their vision of financial success and security. Executing on their plan is a continuous process in which we engage clients to address any and all financial and family risks and opportunities, both obvious and outlying, in order to help them achieve their goals.

We place our clients' interests first and carefully develop relationships proactively and responsively through mutual trust, shared values and open communication. Equally important, is our focus on anticipating changes and challenges in our clients' lives, and proactively identifying solutions, based on a comprehensive understanding of the life they envision.

We begin every relationship by gathering all financial and personal information relevant to developing and executing a successful wealth management plan that is backed by an asset allocation and wealth strategy tailored toward the client's unique goals and circumstances. Once the asset allocation and investment strategy are in place, we review our collective progress toward goals on a quarterly basis, making any adjustments needed to stay on course.

While many clients focus on growth and/or income as their primary objective, we view a successful client outcome as our mandate.

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
Jeffrey Skelly,

CPFA™, CPWA®

Senior Vice President, Resident Director - Wealth Management Advisor
914.682.5544
Mark Wagner
Vice President, Senior Financial Advisor
914.682.5562
Amy P Wallack,

CRPC™

Assistant Vice President, Wealth Management Associate
914.682.5527
Miyuki Kiyota
Officer, Registered Wealth Management Client Associate
914.683.7562
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.
Marie C Herrero
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #433657
Jeffrey Wiedmann
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.