Advisor at Merrill
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Eric Cassalina is a Senior Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 2013. He has been active in the financial services industry in the Hudson Valley since 2011. In his role, Eric works closely with clients to identify and prioritize their personal financial goals, including retirement planning, estate planning, tax minimization strategies, legacy planning, and portfolio management. He leverages the resources of Merrill Lynch and his team to develop personalized investment management strategies and comprehensive financial plans aimed at building, managing, and preserving wealth over time.
Eric holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He applies his experience working with retirement plans to assist business clients as well as individuals. Eric earned a High School Diploma from Marlboro High School and attended Marist College without obtaining a degree. Outside of his professional activities, Eric enjoys golfing, spending time with his family, and traveling.
Bank Of America N.A.
2014 - Present (12 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2013 - Present (13 years)
CFP®, Series 66
Hopewell Junction, NY
Edward Jones
Series 63, Series 66
Poughkeepsie, NY
Edward Jones
Series 66
Hyde Park, NY
Edward Jones
Series 66
Beacon, NY
Edward Jones
CFP®, Series 66
Beacon, NY
Edward Jones
Series 66
Fishkill, NY
Edward Jones
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