Tracy Regalia

Geoffrey Giffuni is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch Wealth Management in Garden City, NY in May 1987. Geoffrey works with both individuals and institutions, providing customized portfolio management and liability management services. His client base includes individuals and their families, public and private companies, endowments, foundations, and unions. He values the opportunity to work with successive generations within families, including children and grandchildren of long-term clients. He holds a Bachelor's Degree from Ithaca College and the professional designation of Personal Investment Advisor (PIA).

Jennifer Abate is a Senior Financial Advisor at Merrill Lynch Wealth Management with nearly 20 years of experience in the financial services industry. She specializes in helping clients achieve financial freedom and reach their objectives, including retirement, income planning, and wealth management. Jennifer's areas of expertise encompass college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jennifer holds a Bachelor's Degree from the University of Virginia and a Master of Business Administration (MBA) from Tulane University's AB Freeman School of Business. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in both English and Spanish, Jennifer serves a diverse client base. Outside of her professional role, Jennifer is involved in her community as a volunteer with Ashburn Volunteer Fire & Rescue. She enjoys cooking, running, and spending time with her family.