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Merrill Lynch Wealth Management Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.

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Branch Office Profile

About Us

Our branch’s wealth management process begins as our advisors get to know clients “beneath the surface.” Our teams take the time to learn client priorities, goals for retirement lifestyles, financial education for children and grandchildren, complex business issues, cash management and their need for credit strategies. Once we fully understand clients’ wants, needs and goals, we employ the broad investing resources of Merrill and offer access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing their financial challenges.


Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create potential financial solutions designed to help meet their long-term


Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.


Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Advisors at This Location

Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

The Beesmer Group

Wealth Management Group

Harold E Connolly,




Senior Vice President

Wealth Management Advisor

James Hart,


Senior Vice President

Senior Financial Advisor

Michael C Swezey,


Senior Vice President

Wealth Management Advisor

Curtis Miller

Senior Vice President

Senior Financial Advisor

Jayson M Tanzman,



Senior Vice President

Senior Financial Advisor

George D Wolf,


Senior Vice President

Senior Financial Advisor

Michael Wheeler,


Senior Vice President

Wealth Management Advisor

Emily N Hoag

Vice President

Senior Financial Advisor

Zachery Freire,



Financial Advisor

Michael Barnes

First Vice President

Senior Financial Advisor

Douglas Parks

Vice President

Senior Financial Advisor

Natalie Squillace,


Assistant Vice President

Financial Advisor

Office Team

John David Cornell| MLWM Market Executive| Director


The financial advisors in our branch office have one primary goal: to help affluent, high-net-worth and ultra-high-net-worth households and business owners pursue their financial goals. Pursuing those goals can require a sizeable team of financial professionals, led by an experienced Market Executive who is also responsible for hiring experienced advisors and career-changing recruits. The Market Executive in your branch helps to support advisor efforts through innovative planning, active leadership, and exceptional service.

Marianne Naughton| Market Supervision Manager| Vice President

The Office Management Team (OMT) from the Albany Branch collaborates on executing strategic initiatives in the market: The administrative manager team has a primary objective of managing risk, reputational and financial exposure for each advisor and the firm; the client relationship management team addresses all components of the client service experience while driving operational excellence; and the executive team adds its experience in providing the tools, training and support that are essential to the needs of the business and clients.

Marianne has been with Bank of America/Merrill Lynch Wealth Management for 34 years.

Daniel Galvin| Market Supervision Manager| Vice President

One of the things that helps make Merrill Lynch Wealth Management a desired destination for high-achieving individuals and experienced financial advisors in  is the Office Management Team (OMT). OMT offers a culture of providing expansive resources and training to advisor teams and career-changers; encouraging them to use new and innovative business strategies; providing an efficient management structure and a dedicated effort to manage risk. We believe that outstanding local leadership— which usually includes a Market Executive, Division Executive, business and operations support teams, and relationship and administrative managers—is a major reason why many advisors have found success in the  Branch.

Dan has been with Merrill for 11 years.

Mary Anthony| Market Supervision Manager| Vice President

The Office Management Team is helping create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other.

Mar has been with Merrill Lynch Wealth Management since 2019.

Jennifer Franciosa| Client Relationship Manager| Vice President

Local leadership in the form of Merrill Lynch Wealth Management’s NY Capital Central Office Management Team (OMT) is empowered to proactively support you. If you’re in need of another perspective or idea to offer a prospect or client, the Market Executive or Resident Director team can help you with marketing concepts. If you want to manage risk and financial exposure, you can look to the OMT’s administrative manager for compliance with industry regulations. If your goal is to enhance the client experience, you’ll find the relationship manager can deliver, analyze and address all the components of the client service experience. The focused knowledge and experience of the OMT managers can help you increase productivity and maximize your potential.

Jen has been with Merrill for 21 years.

Kat Merrill| Client Relationship Manager| Vice President

The Client Relationship Manager and Administrative Manager function as members of the market leadership team. Collectively, they are responsible for ensuring robust supervision is conducted, and ensuring solutions around client needs and concerns are managed in alignment with client goals.

Kat has been with Bank of America/Merrill Lynch Wealth Management since 2021.

Michele Reidenbaugh

Administrative Assistant III

Michele supports all Market Supervision Managers, Mar Anthony, Daniel Galvin, Erika Sammons, and  Marianne Naughton. She has been with Bank of America/Merrill Lynch Wealth Management for 29 years.

Nicole Turcotte

Market Executive Assistant

Nicole supports the Market Executive, Dave Cornell for the NY Capital Central Market. She started with Merrill Lynch Wealth Management in September 2019.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.


No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.

Access to Resources

Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.

Grow & Learn

Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch Wealth Management