The Affeldt, Miles & Calabrese Wealth Management Group - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

The Affeldt, Miles & Calabrese Wealth Management Group

Global Wealth Management

ONE MONARCH PLACE
1414 MAIN STREET
Floor 23
SPRINGFIELD, MA 01144

Phone:
Email:

Directions to Branch

PROFESSIONAL STAFF

(800) 837-9734 Vice President
(800) 318-4268 Vice President
(800) 269-4417 Assistant Vice President
Financial Advisor
(800) 288-0445 Client Associate
Client Associate

PROFESSIONAL PROFILE

Daniel F. Miles, Vice President, Senior Financial Advisor, CFM

Dan began his career with Merrill Lynch in 1986. He is a 1981 graduate of St. Michael's College, and has a Masters Degree from American International College. Dan has obtained his Certified Financial Manager designation from Merrill Lynch.

Jeffrey G. Affeldt, Vice President, Senior Financial Advisor, CFM

Jeff relocated from the Boston area to begin his career with Merrill Lynch in 1987, as a Financial Advisor. Jeff is a graduate of Ithaca College. Jeff has obtained his Certified Financial Manager designation from Merrill Lynch.

James A. Calabrese, CFP® certificant, Assistant Vice President

Jim began his career with Merrill Lynch in 1996 as an Associate Financial Advisor. He is a 1993 graduate of Western New England College. Jim has obtained his Certified Financial Planner designation (CFP).

Christine Santos, Financial Advisor

Christine started her career with Merrill Lynch in April of 2007 as a Financial Advisor. Previous to joining Merrill Lynch she worked for Countrywide Home Loans as the executive assistant to the Vice President of Area Sales.

Josephine S. Strain, Client Associate

Josie began her career with Merrill Lynch in 1990. She is a graduate of Baypath College. She has vast experience in the area of Merrill Lynch's administration and operations with respect to servicing our clients.

Marcy Deis, Client Associate

Marcy joined the group in October of 2006. Prior to joining the group she was the Administrative Assistant to the Title 1 Director in the West Springfield Public Schools for 12 years. Marcy attended Holyoke Community College.

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Client Commitment

Our most deeply held principle at Merrill Lynch is that clients come first, and our team is proud to be part of that tradition. To help you meet your financial objectives and build your wealth, we first listen to your personal goals, and then offer effective approaches to achieve them. At Merrill Lynch, we have unparalleled resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.

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Branch Office

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Daniel F. Miles, CFM is registered to do business in: AZ, CA, CO, CT, DC, FL, GA, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT

Jeffrey G. Affeldt, CFM is registered to do business in: AZ, CA, CO, CT, DC, FL, GA, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT

Christine Santos is registered to do business in: AZ, CA, CO, CT, DC, FL, GA, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT

James Calabrese is registered to do business in: AZ, CA, CO, CT, DC, FL, GA, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT

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