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
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!
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.
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
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.
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!
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.
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.