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Dr. Fugo Cocktail Party at Shadows on the Hudson
November 16, 2011 from 5:30pm to 7pm
Please join us as we introduce Dr. Fugo to the Hudson Valley on Nov. 16, 5:30pm at Shadows on the Hudson in Poughkeepsie. Please RSVP by calling 845-784-3840.See More
Event posted by Mellany Bagtas
Brian C. Wrye left a comment for Mellany Bagtas
I'd love to show you my new business. I'm in Fishkill. Can we meet for coffee?
Brian
Mellany Bagtas updated their profile
JoAnn Tuttle left a comment for Mellany Bagtas
Welcome Mellany!
If you know of anyone in need of Accent Modification, please visit my website www.globalspeechsolutions.com for more information or send me a comment, and I will be happy to help you. Again, Welcome to hvBiz!
Mari Grzechowski left a comment for Mellany Bagtas
Hi Mellany, yeah if you can stop by the wine store, that would be great. I will be there this evening available after 6 pm or let me know what evening is good for you and I will make it a point to be there.
Mari Grzechowski left a comment for Mellany Bagtas
Hello Mellany - Great, I would love to talk to you. Please let me know what day is best for you.
2nd Annual Lap4life.org Run/Walk at Chadwick Park
June 26, 2010 from 9am to 5pm
Lap 4 Life is a non- profit organization created to raise money and awareness for Desmoid Tumors and Intestinal Transplant Research.This year will be the 2nd Annual Lap 4 Life Run / Walk on June 26, 2010 in memory of Dr. Angelo Casabianca. It will be held at Chadwick Lake Park, in Newburgh, NY. We are proud to announce that St. Luke’s Cornwall Hospital has partnered with Lap 4 Life. All proceeds of this event will benefit :Littman Cancer Center at St. Luke’s Cornwall HospitalThe Intestinal…See More
Event posted by Mellany Bagtas
Profile Information
- Your business type:
- Investments, Financial Services
- Types of products or services offered:
- Investments, Insurance, Financial and Retirement planning.
- About Me:
- 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.
Mellany's goal is to be the very best in her field by working with families, individual investors and business owners in the development of their long-term financial strategies.
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. 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 currently serves on the board of St.Luke's Cornwall Hospital Foundation. She is also a recipient of the "2009 Orange County Rising Star" award.
- Company name
- Merrill Lynch
- Website:
- http://fa.ml.com/mellany_bagtas
Mellany Bagtas's Photos
Comment Wall (5 comments)
- At 12:12pm on October 11, 2011,
Brian C. Wrye said…
I'd love to show you my new business. I'm in Fishkill. Can we meet for coffee?
Brian
- At 12:03pm on May 13, 2010,
JoAnn Tuttle said…
- Welcome Mellany!
If you know of anyone in need of Accent Modification, please visit my website www.globalspeechsolutions.com for more information or send me a comment, and I will be happy to help you. Again, Welcome to hvBiz!
- At 9:10am on April 21, 2010,
Mari Grzechowski said…
- Hi Mellany, yeah if you can stop by the wine store, that would be great. I will be there this evening available after 6 pm or let me know what evening is good for you and I will make it a point to be there.
- At 7:56pm on April 15, 2010,
Mari Grzechowski said…
- Hello Mellany - Great, I would love to talk to you. Please let me know what day is best for you.
- At 8:17am on December 2, 2009,
Edison Guzman said… - Welcome aboard Mellany. Now that you have a profile, take a few minutes to add a few blog posts, photos or videos of business related events to hvBiz.com, so that everyone knows about your expertise.
Edison
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