Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Eldon joined Merrill Lynch Wealth Management in June 2011, He focuses on the creation of strategies for small businesses, non-profit organizations, individuals and their families that are designed to help them meet their short- and long-term financial goals, including cash management, retirement planning and estate planning services.
Eldon's approach to wealth management is consultative, objective and committed to excellence. He prides himself on his ability to listen to and interpret clients’ ideas about their financial situations, preferences and goals, and he uses the vast resources of Merrill Lynch Wealth Management to help them explore a wide range of possible recommendations.
Eldon has a B.A. in Business Economics from the State University of New York at Potsdam. Eldon has earned the Certified Private Wealth Advisor® designation, awarded by the Investments & Wealth Institute™. He serves high-net-worth professionals who seek the latest, most advanced knowledge and techniques, and addresses the sophisticated needs of clients that focus specifically on investing and wealth management. Eldon has also earned the Chartered Retirement Planning CounselorSM(CRPC®) designation from the College for Financial Planning. He resides in Upstate NY with his family.
Eldon follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.
State University of New York System
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.