Are You A Pro? Join For Free

Mellany Bagtas, CRPC®, CFP®

Merrill Lynch
Financial Planning

Contact Information:

2649 South Rd. Poughkeepsie, NY 12601
Newburgh, NY 12550
United States

Years in Business:

 

6

Clients I'm Seeking:

 

I help a select group of individual investors, families and business owners in the development of their long-term financial strategies.

About My Business:

 

Mellany Bagtas is a Financial Advisor in the Poughkeepsie, NY office who is a Certified Financial Planner™(CFP®), a designation awarded by the Certified Financial Planner Board of Standards,Inc. She is also a Chartered Retirement Planning Counselor (CRPC®), a designation awarded by The College for Financial Planning. She is also an approved Portfolio Advisor in Merrill Lynch's Personal Investment Advisory (PIA) Program.

Having access to an array of specialists, Mellany advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, education planning, liability management, tax minimization, and asset protection with a specific emphasis on helping to assure a lifetime retirement income stream. Mellany knows the accumulation and preservation of wealth present different challenges and opportunities to each of the clients with whom she works with. Each family and business owner has unique financial circumstances requiring individualized attention. Mellany works closely with her clients' other trusted advisors including attorneys and accountants to address her clients' tax, trust, philanthropic and estate issues – including wealth transfer strategies – to truly be an “essential partner”. Because there are many areas of financial interest to her clients, Mellany takes the time necessary to listen to and educate families and business owners about their choices and assist them in making thoughtful decisions appropriate for their current needs and aspirations. Before joining Merrill Lynch, Mellany was a Banker at JP Morgan Chase where she was chosen as one of the "Nation's Top Bankers" for 2007. She graduated Magna Cum Laude from Mount Saint Mary College with a degree in Business with a concentration in Finance. Mellany served on the board of St.Luke's Cornwall Hospital Foundation. She currently serves on the board of HVEPC- Hudson Valley Estate Planning Council. She is also a recipient of the "2009 Orange County Rising Star" award.

Company:
Expertise:
Location:
Years in business:
Member since:
Clients I'm looking for:
Bio: