About My Practice
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.
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 that two-way communication 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". 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 Directors for the Hudson Valley Estate Planning Council and a member of the Financial Planning Association. She also served on the board for St. Luke's Cornwall Hospital Foundation. In 2009, she was chosen as one of the recipients of the "Orange County Rising Star" award.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 66
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Retirement Planning Counselor (CRPC®)
Merrill Lynch/Bank of America
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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