Michael Robertson

I work with women who feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start. Outside of financial planning, I serve on the board of a non-profit affordable housing network in the metro New York area, am active in my local Rotary Club, and am slowly learning how to build a garden that is friendly to pollinators and unappealing to rabbits. My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.

Donald Bell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates closely with clients to develop personalized financial strategies aimed at pursuing long-term goals. His approach integrates flexibility to adapt to evolving market conditions, leveraging investment insights from Merrill along with banking and lending solutions provided by Bank of America. Donald holds the professional designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He completed his high school education at Saugerties Central. In addition to his advisory work, he is engaged in community service through volunteer activities, reflecting the Merrill tradition of local participation.

Melanie Hammond is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering personalized wealth management strategies tailored to individual client goals. With over 15 years of client-focused experience, she emphasizes purposeful and personal attention to help clients pursue long-term financial objectives, including areas such as college education planning, divorce transition planning, family wealth management, retirement income, and socially responsible investing. Melanie holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She graduated from Kingston High School and is an active member of the philanthropic educational organization PEO. Melanie’s commitment to her clients is complemented by her involvement in community initiatives, reflecting the Merrill tradition of service. Outside of her professional duties, Melanie engages in various personal interests, including boxing, cooking, hiking, music, reading, running, skiing, traveling, writing, and spending time with her family. As a native of upstate New York, she appreciates the diversity of her community and strives to contribute positively to both her clients and the region she calls home.

Michael Mattes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2009 and currently serves as a Senior Vice President. Michael is a CERTIFIED FINANCIAL PLANNER® professional with expertise in family wealth, trusts, and corporate executive services. He works within The Mattes Group, focusing on tailored portfolio construction and comprehensive wealth management planning for high-net-worth individuals. Michael engages clients in a personalized approach to wealth management, emphasizing the importance of understanding life priorities in addition to market considerations. His areas of specialization include corporate executive services, education planning, legacy planning, philanthropic planning, retirement income strategies, and services for endowments, foundations, and non-profits, among others. He achieved the CERTIFIED FINANCIAL PLANNER® certification in 2015 and holds the Personal Investment Advisor (PIA) designation. He holds a bachelor's degree in Economics and Leadership Studies from the University of Richmond. Before joining Merrill Lynch, Michael worked at Western Union Ireland in EMEA Corporate Governance. Outside of his professional activities, Michael has interests in boating, cooking, fishing, golfing, hiking, music, rock climbing, surfing, traveling, and woodworking.

Richard Marr is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been advising clients since 1997, bringing a long-standing commitment to understanding financial markets and helping clients manage their finances to reduce stress, improve family relationships, and find life purpose. Richard earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2018 and holds the Personal Investment Advisor (PIA) designation. He completed his undergraduate studies at Antioch College and earned a master's degree from the University of Chicago. Richard’s background includes an MFA in art, which he integrates into his approach to investing and financial planning. Fluent in English and Chinese, Richard is involved in his community through organizations such as the Citizens Climate Lobby and Rhinebeck Rotary. He resides in Rhinebeck, NY with his wife and enjoys painting, Tai Chi, sailing, and hiking in his personal time.