PROFESSIONAL PROFILE
Mellany Bagtas is a Financial Advisor in the Poughkeepsie, NY office who is a CRPC® (Chartered Retirement Planning CounselorSM) certificant.
Mellany's mission, first and foremost, is to understand you. To take the time, to ask hard, smart questions and to listen carefully. To understand, in great detail, exactly where your wealth stands today and where you'd like it to be tomorrow. Her mission is to design, implement and monitor a customized wealth management strategy and time-tested investment program that helps enable you and your family to achieve your personal financial goals without undue sacrifice to your lifestyle or unnecessary investment risk. Wealth management isn't merely chasing temporary gains. It is using wealth to turn goals into reality.
Mellany feels that commitment to the review process and accessibility in-between scheduled reviews are essential components in achieving the desired result with any investment portfolio. Sometimes financial circumstances change or additional opportunities become available. She believes the two-way communications is imperative. Her goal is to become a lifetime resource and an essential partner to those who have entrusted her with their financial well being.
She views clients as family. Mellany works hard to simplify the lives of clients and give them confidence that they can achieve their dreams 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 2008." She graduated Magna Cum Laude from Mount Saint Mary College with a degree in Business with a concentration in Finance. Mellany currently serves on the board of St.Luke's Cornwall Hospital Foundation. She was also a recipient of the "2009 Orange County Rising Star" award.
Allison Culley is a Registered Client Associate who has been with Merrill Lynch since 2000. She received Bachelor’s Degree from SUNY New Paltz in 1993. Allison is responsible for administrative client requests and assists with client relations.