Kyle Westervelt

Alexis George is a Financial Advisor with Merrill Lynch Wealth Management and a member of the George-Zuber Group. She began her career with Merrill in Baltimore, Maryland in 2016 and joined her family's wealth management practice in 2019. Alexis and her team provide wealth management services focused on retirement planning, tax minimization, legacy planning, and customized investment strategies for individuals, families, small businesses, endowments, foundations, and non-profits. Alexis holds a bachelor's degree from Loyola College and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is a board member of the Mothers & Babies Perinatal Network and participates in community activities such as the Walk to End Alzheimer's. Alexis is committed to guiding clients through financial decisions with a focus on multigenerational wealth preservation and personalized service, aiming to support clients throughout significant life events and challenges.

Glenn Gaydorus is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management, with a financial services career beginning in 1999. He emphasizes a comprehensive approach to wealth management that prioritizes the interests of his clients and focuses on understanding their individual goals. Glenn offers access to the investment insights of Merrill Lynch Wealth Management alongside the banking convenience of Bank of America to address various aspects of clients’ financial needs. His client relationships are grounded in integrity, dependability, and trust. As a qualified Portfolio Manager, Glenn provides traditional financial advice and also manages personalized or defined investment strategies on a discretionary basis. These strategies may include individual stocks and bonds, option strategies, Merrill Lynch model portfolios, and third-party investment approaches. His expertise covers a range of client focus areas such as college education planning, family wealth management, retirement income, legacy planning, and portfolio management services. Glenn holds the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services, the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp., and the Personal Investment Advisor (PIA) credential. He earned a Master's Degree from Binghamton University’s School of Management and a Bachelor's Degree from Rochester Institute of Technology. Outside of his professional role, Glenn's personal interests include basketball, football, golfing, music, and spending time with his family.

Patricia Pappas O'Day is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has 25 years of experience in the financial services industry and joined Merrill Lynch in 2011. Pat collaborates with her partner Gary Vannostrand and uses the investment insights of Merrill Lynch Wealth Management, trust services of U.S. Trust, and banking services of Bank of America to support her clients' wealth management goals. She works closely with clients and, with their permission, coordinates with their attorneys, accountants, and other professionals to provide comprehensive financial advice tailored to their short- and long-term objectives. Pat holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, the Accredited Asset Management Specialist™ (AAMS®) designation, and is a Personal Investment Advisor (PIA). She earned a Bachelor's degree in Economics from the State University of New York at Binghamton. Pat lives in Binghamton, New York, with her husband Tom and their son Josh. Her interests include ice hockey, reading, swimming, traveling, and spending time with her family.

Armond George serves as Senior Resident Director at Merrill Lynch Wealth Management, bringing a long-standing commitment to supporting clients in building and preserving their financial well-being. Since joining Merrill in 1984, he has developed a disciplined approach to tailored investment, retirement, tax minimization, and estate planning strategies, focusing on risk management and personalized client goals. Armond works alongside his wife and colleague, Mary Beth, as part of The George Group, serving physicians, small business owners, and families both in the Binghamton area and nationwide. Armond holds a Bachelor of Science degree in Finance from Mansfield University of Pennsylvania and is a Personal Investment Advisor (PIA). His professional practice emphasizes close, transparent relationships with clients, engaging both spouses in financial decisions and prioritizing clear communication to simplify clients’ financial lives. Beyond his professional role, Armond contributes to his community as a board member of the Syracuse Diocese Lourdes Foundation and volunteers with local youth sports organizations including Endicott Little League and Endicott Youth Football. In his personal time, Armond enjoys playing chess, golfing, reading, and tennis. He lives in Endicott, New York with Mary Beth. Their children, Alexis and David, are also connected to the financial industry, with Alexis working as a Financial Advisor on their team and David employed as an analyst at Bank of America Private Bank in Manhattan.

Robert Garbade is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has 12 years of experience in the financial services industry, beginning his career at Merrill Lynch and focusing on wealth management strategies tailored to clients’ goals. Robert works with clients to develop personalized financial strategies and to identify professional investment managers best suited for their objectives. His client focus areas include college education planning, legacy planning, employee benefits planning, retirement income, portfolio management, and small business strategies. Before his career in financial services, Robert was self-employed managing his family’s construction company in the Greater Binghamton area. He holds an Associate's Degree from Broome Community College and a Bachelor of Science from St. Bonaventure University in Olean, New York. Robert maintains a lifelong commitment to his local community, volunteering with organizations in the Greater Binghamton area. He resides in Conklin, New York with his wife, Linda, and enjoys golfing, basketball, traveling, and coaching basketball. Additionally, he holds the Personal Investment Advisor (PIA) designation.