Marc Cassalina

Marc P. Cassalina, CFP®, is a Senior Vice President and Wealth Management Advisor based in the Poughkeepsie, NY office of Merrill Lynch Wealth Management. With over 35 years of experience at Merrill, including a decade as Senior Resident Director of the Poughkeepsie office, he specializes in family wealth management, personal retirement planning, and retirement income strategies. Marc develops financial plans focused on retirement assets, asset management, tax minimization, charitable giving, and estate planning to help clients pursue their goals while building and preserving wealth for current and future generations.

Marc earned his Bachelor of Science degree and completed the educational component of the CFP® certification at Marist College in Poughkeepsie, NY. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is recognized as a Personal Investment Advisor (PIA).

Outside of his professional role, Marc and his wife Margarete are committed to supporting the Cystic Fibrosis Foundation, where Marc serves on national committees and was honored with the Breath of Life Award in 2022. Their personal connection to cystic fibrosis includes their son Eric, who works alongside Marc, and their late daughter Jena. Marc and Margarete also support the Culinary Institute of America and the African Mission Health Organization, participating in donor trips to Africa. They reside in Milton, NY, and enjoy travel, golf, and their role as grandparents.