Southampton, NY Hampton Rd Office

Kevin Dehler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch in 2012. Prior to this, he was a Senior Vice President in Capital Markets and managed a multi-asset investment team. His role focuses on developing financial strategies and providing advice to individuals, their families, and businesses by understanding their short- and long-term financial objectives. Kevin holds a bachelor's degree in Finance from St. John's University and the Wealth Management Advisor designation. In addition, he is a Sports & Entertainment Accredited Wealth Management Advisor™, reflecting his experience working with clients in the sports and entertainment industry. His expertise includes areas such as college education planning, divorce transition planning, family wealth management strategies, and socially responsible investing. He and his wife, Kristen, live in Sag Harbor with their two children and are active in the community. Kevin supports organizations such as Hampton's Community Outreach, the Southampton Business Advisory Council, Sag Harbor Youth Basketball, and Sag Harbor Little League. He has coached various sports over the past eight years and holds a United States Coast Guard Captain's license.

Harry Hackett III is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1995. He succeeded his father’s practice and has spent over 27 years working with families to achieve their financial and lifestyle goals. Harry's expertise includes college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. He also provides access to Bank of America’s banking and lending services, with experience in trust and estate services and cash flow creation analysis. Harry holds a Bachelor's degree from Hamilton College and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is affiliated with the Masonic Order and participates in community events such as the Bridgehampton Half Marathon. Harry lives in Bridgehampton with his wife Louise and their three children. He dedicates himself to ongoing learning and improving his practice as the financial planning industry evolves.

Anthony Addison is a Senior Financial Advisor and Managing Director within the Merrill Lynch Wealth Management Group. With a professional focus on wealth management and asset management for high net worth clients, Anthony and his team have provided financial guidance since 1997 to affluent families and corporations. They take a holistic approach by reviewing clients' assets, debts, risk tolerance, time horizons, liquidity needs, and overall investment goals to tailor customized wealth management plans. Anthony also collaborates closely with clients' attorneys and CPAs to align financial strategies comprehensively. His expertise encompasses goals-based wealth management, retirement planning and distribution options from employer-sponsored plans, estate planning services, hedge fund lending, and managing concentrated stock positions with tax-efficient stock option exercises. Anthony advises on a broad range of client focus areas including college education planning, family wealth management strategies, liquidity management, small business strategies, and tax minimization. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Vermont. In addition to his professional pursuits, Anthony participates in community activities consistent with Merrill’s tradition of service. Outside of work, he enjoys biking, cooking, hiking, hunting, and spending time with his family. He emphasizes developing personalized financial strategies tailored to his clients’ long-term goals and treats his clients with a family-oriented approach.

Mary Barty is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm most recently in 2008 and had previously worked there earlier in her career. Mary began her career in the financial industry in 1996. She works with clients interested in retirement planning, estate planning services, and overall wealth management. As a qualified Portfolio Manager, Mary provides traditional advice and guidance and helps clients pursue their objectives by building and managing personalized or defined strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, she may manage strategies on a discretionary basis. Mary earned her Associate's Degree from Suffolk County Community College and a Bachelor's degree in economics from the State University of New York at Albany. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER®, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Gregory Mallgraf is the Senior Resident Director and Wealth Management Advisor at Merrill's Southampton, New York office. He has been in the financial services industry for 24 years and has been with Merrill Lynch Wealth Management since 2008. In his current role, Greg provides personalized investment management strategies focused on legacy planning, personal retirement planning, tax minimization, and retirement income, working closely with individuals and families to understand their goals. Greg holds a Bachelor of Science degree in Finance from the University of Florida. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in November 2015 and obtained the Chartered Retirement Planning Counselor™ (CRPC™) designation in November 2017. Throughout his career at Merrill, Greg has held various leadership positions and serves as Wealth Management Advisor with the Martorana-Mallgraf Group. He resides in Northport, New York, with his wife and three daughters. Greg supports community involvement and participates in local volunteer activities.

Roger Matloff is a financial advisor with Merrill, holding Series 63 and Series 65 certifications and bringing 43 years of industry experience. He has worked at Merrill since 1994 and is also affiliated with Bank of America since 2009. Outside of advising, he is the author of a book on nonprofit finance titled *Nonprofit Investment and Development: A Complete Guide to Finance and Economic*. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lawrence Shields is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1980 and brings extensive experience in assisting clients with personalized wealth management strategies. Lawrence and his team emphasize a comprehensive approach to managing wealth that starts with listening carefully to clients in order to understand their specific goals and develop informed financial strategies. Lawrence’s areas of focus include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income solutions. He also works with clients in the sports and entertainment sectors. Lawrence holds the Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from Cornell University as well as an MBA from Pace University. Outside of his professional work, Lawrence enjoys golfing, swimming, tennis, and writing. He commits to working one-on-one with clients to create personalized financial strategies designed to help them pursue their long-term goals.

Stephen Hiller is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2011 and 2012, respectively. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Glenn Halsey Jr. is a Series 66-licensed financial advisor with Merrill, with 13 years of industry experience. He has been with Bank of America and Merrill since 2013. Outside of his advisory role, Halsey serves as a director of a family foundation and holds several advisory positions in local Southampton nonprofit and governmental committees, including budget and audit advisory boards. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicole Behrens is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 20 years of experience helping individuals reach their financial goals through personalized wealth management strategies. Nicole’s areas of focus include college education planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Nicole holds a Personal Investment Advisor (PIA) designation and earned her high school diploma from Schreiber High School. She is actively involved in her community through participation with The Retreat. Outside of her professional work, Nicole enjoys boating, horseback riding, and spending time with her family.

Joseph Gaviola is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, liquidity management, and individual and corporate investment strategies. Joseph aims to work closely with clients to develop personalized financial strategies designed to help them pursue their long-term goals, utilizing the global resources available through Merrill. Joseph holds a Bachelor's Degree from the University of Rhode Island and has earned the Personal Investment Advisor (PIA) designation. His approach centers on placing clients at the center of the wealth management process, emphasizing personalized service and care. In addition to his professional work, Joseph is actively involved in his community. He serves as the President of the Montauk Historical Society and is known as the Keeper of the Montauk Point Lighthouse. He also participates in various adventure sports including biking, boating, fishing, golfing, running marathons, surfing, and traveling.

Lisa Saladino is a Wealth Management Advisor with Merrill Lynch Wealth Management, currently serving as one of three Financial Advisors at The Hackett Group since January 2017. She collaborates closely with clients to analyze their financial situations, focusing on opportunities to restructure liabilities and plan for future liquidity needs. Her role involves providing personalized wealth management strategies aligned with clients' long-term goals. Lisa has over 35 years of experience in the financial services industry, beginning her career with Citibank in 1989 after earning a Bachelor of Science degree in Business Administration/Finance from SUNY College at Oneonta. Before joining Merrill Lynch Wealth Management in 2011, she held roles including Private Mortgage Banker at Wells Fargo and positions in Retail Banking Sales and Lending management. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her advisory work, Lisa participates in community activities as a member of the Parrish Art Museum Business Council. She also spends time with her family and engages in interests such as baseball and yoga.

Shannon Murphy is a Financial Advisor at Merrill Lynch Wealth Management, where she provides personalized financial strategies tailored to meet each client's unique priorities and goals. With more than 15 years of experience in financial services, she began her career in 2010 and became licensed and registered in 2014. Her previous role as a Bank Manager gave her insight into diverse financial needs and emphasized the importance of individualized guidance. Since joining Merrill Lynch Wealth Management in 2019, Shannon has focused on wealth management, retirement planning, investment strategies, and client relationship management. She holds her NY State Life Insurance License and FINRA Series 6, 7, 63, and 66 registrations. Additionally, she has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Shannon earned her Bachelor's Degree from Saint Joseph's College. Outside of her professional role, Shannon is passionate about animal rescue and supporting organizations dedicated to the care and advocacy of animals in need. She also enjoys dancing, music, reading, singing, spending time with her family, swimming, and yoga.