Middletown, NY Crystal Run Rd Office

Allison Gaudio is a Series 66-licensed financial advisor with Merrill, based in Middletown, NY. She has 14 years of industry experience and has been with Merrill since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kieran Kreider is a Financial Advisor at Merrill Lynch Wealth Management within the Kendrick-Collesano Wealth Management Group. He works closely with individuals, families, business owners, and organizations to assist them in making informed decisions about their financial futures. Kieran’s focus ranges from building and preserving wealth to preparing for retirement and creating lasting family legacies, employing a thoughtful and personalized approach to each client relationship. Prior to becoming a Financial Advisor, Kieran spent nearly four years as a Wealth Management Client Associate at Merrill. This experience provided him with a strong foundation in wealth management and highlighted the importance of execution, timing, attention to detail, and clear communication in financial decision-making. He holds a Bachelor's Degree from the University at Albany and has earned his Series 7 and Series 66 FINRA registrations, as well as the Chartered Retirement Planning Counselor (CRPC) designation. Kieran's role involves helping individuals and families understand their finances and gain confidence in their financial futures. He collaborates with clients to create personalized financial strategies that align with their priorities, providing services including retirement planning, investments, income strategies, and risk management. Outside of his professional responsibilities, Kieran enjoys baseball, basketball, football, golfing, music, running, spending time with his family, and watching movies.

Scott Kendrick is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Middletown, New York, where he leads the Kendrick-Collesano Wealth Management Group. He has been with Merrill Lynch since 1999 and holds the title of Managing Director. In addition, Scott serves as a liaison between Resident Directors nationwide and Merrill's senior management, having been nominated and currently serving on the Resident Director Advisory Council to Management. Scott specializes in wealth management for ultra-high-net-worth clients, focusing on areas such as retirement planning, asset and risk management, tax minimization strategies, wealth transfer planning, private banking, and complex lending strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, along with FINRA Series 7, 9, 10, 31, and 66 registrations, as well as Life, Accident, and Health insurance licenses. Scott was named to the Forbes "Best in State Wealth Advisors" list from 2022 to 2026, and his team was recognized on the Forbes "Best-in-State Wealth Management Teams" list from 2024 to 2026. Before his financial career, Scott was selected by the Chicago Cubs in the 7th round of the 1993 Major League Baseball Draft. He earned a bachelor's degree in Business and Economics with minors in Marketing and Finance from SUNY Oneonta. Scott has served as Vice Chairman of the Board of Trustees for the Garnet Health Foundation and as a Board Member of the Michael J. Finnegan Scholar Athlete Scholarship Fund. He is a lifelong resident of Orange County, New York, and resides in Sugarloaf with his wife Alison, their daughters, and their dog. In his free time, Scott enjoys spending time with family and friends, yard work, golf, and snowmobiling.

Thomas Anderson is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2016. Outside of his advisory role, he is also employed by Scratch Golf, a company that owns and operates golf courses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and nonprofits.

David Keller is a Series 66-licensed financial advisor with Merrill, where he has worked since 2015. He has 12 years of industry experience and is based in Middletown, NY. Outside of his advisory role, he is a co-owner of a family rental property in Falmouth, MA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by in-house Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Mc Gimpsey Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Hudson Valley Investment Advisors, Inc. before joining Merrill and Bank of America, N.A. Mc Gimpsey serves as a board member of the Garnet Health Foundation and is part of the 2024 Executive Walk Committee for the Alzheimer's Disease and Related Disorders Association, assisting with fundraising efforts. Merrill and its affiliate Managed Account Advisors LLC provide managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Lutfy is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2013. He has been in the financial services industry for 29 years. He focuses on wealth management and retirement planning, working closely with clients to build, preserve, and transition wealth through personalized financial strategies. Greg's approach centers on risk analysis and tailored financial plans based on client goals and timelines, addressing key needs of wealthy individuals and families. His client focus areas include managing new wealth, portfolio management services, sports and entertainment, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Greg resides in Milford, Pennsylvania with his wife Patricia and their three children. His personal interests include fishing, golfing, hiking, and scuba diving. He completed his high school education through the Pennsylvania State System of Higher Education.

Kevin Regan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2011 and joined the team in 2013. Kevin works with clients to assist with investment and administrative needs, helping them pursue their retirement goals and build strong client relationships. Kevin's professional background includes experience in biodefense research before transitioning to financial services in 2009. His expertise encompasses areas such as college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, socially responsible investing, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Kevin graduated from the State University of New York at Albany with a bachelor's degree in computer science and molecular biology, with a minor in finance. He is currently completing an MBA with a concentration in finance. Outside of his professional work, Kevin has interests in adventure sports, baseball, boxing, football, golfing, skydiving, and spending time with his family.

James Finnegan is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing personalized financial strategies for individuals, families, and businesses. He focuses on client-centric planning by understanding what matters most to each client and providing ongoing guidance to navigate financial opportunities and challenges. James holds the Series 7 and Series 66 registrations, the Chartered Retirement Planning Counselor (CRPC®) designation, the Personal Investment Advisor (PIA) designation, and the Life, Accident & Health Insurance License. He has a Bachelor's Degree and an Associate's Degree from the State University of New York System and a High School Diploma from Goshen. Prior to joining Merrill, he was the General Manager of West Hills Country Club in Middletown, NY, where he managed financial operations, budgeting, and business management. His expertise includes college education planning, individual and corporate investment strategy, and retirement income planning. Outside of his professional responsibilities, James enjoys baseball, football, golfing, and spending time with his family.

James Bannon is a Financial Advisor at Merrill Lynch Wealth Management. He works one-on-one with clients to define their goals and develop portfolio strategies designed to help them reach those goals. James provides ongoing advice and adapts portfolios to changing client circumstances. He has expertise in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. His approach involves understanding each client's values, priorities, family dynamics, and financial aspirations to create customized strategies. James holds a Bachelor's Degree and a Master's Degree from the University of Scranton. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is affiliated with Bank of America and participates in community activities through the Rotary Club. His personal interests include baseball, basketball, fishing, football, golfing, skiing, soccer, and spending time with his family.

Ryan Coakley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2015 and has a total of 17 years of experience in the financial services industry. Ryan uses a goals-based wealth management approach, working with individuals, families, and businesses to create personalized financial strategies that align with their risk profiles and investment styles. He focuses on areas such as investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies. Ryan began his career with Bank of America in 2005 and gained experience as a Financial Center Manager before joining Merrill Lynch Wealth Management. He holds Series 7 and 66 FINRA registrations, Life and Health Insurance Licenses with New York State, and obtained the Certified Plan Fiduciary Advisor (CPFA) designation in 2018. This designation allows him to provide Merrill's 401(k) platform to local businesses and non-profit organizations, helping clients achieve successful retirement outcomes while addressing fiduciary responsibilities. A lifelong resident of Orange County, Ryan holds an Associate's Degree from The College of Westchester and a High School Diploma from Newburgh Free Academy. He serves on the boards of the Orange County Chamber of Commerce, Greater Cornwall Chamber of Commerce, and Inspire Foundation. Ryan is also involved with organizations including the Cornwall Lions Club and the Food Bank of the Hudson Valley. In his personal time, he enjoys cooking, gardening, golfing, hiking, racquetball, tennis, watching movies, and spending time with his family.

Steven Campione is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to define their financial goals and develop portfolio strategies tailored to help them achieve those goals. He provides ongoing advice and adapts client portfolios in response to changing circumstances. Steven's expertise spans a broad range of financial needs including college education planning, retirement income, family wealth management, liquidity management, small business strategies, tax minimization, and investment strategy for individuals and corporations. His approach emphasizes listening, building lasting relationships, and offering personalized guidance based on each client's unique situation. Prior to joining Merrill Lynch, Steven earned an MBA within the State University of New York system. He holds Bachelor's degrees from Salisbury University and the State University of New York system. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) designation, Personal Investment Advisor (PIA), and he maintains Series 7 and 66 FINRA registrations. Steven has been involved with the Student Managed Investment Fund at SUNY New Paltz from 2022 to 2024. Outside of work, he spends time with his family and pursues interests such as football, golfing, music, and skiing.