Financial advisors in New York for Tax Planning

George Knudsvig is a Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement planning, investment management, and tax-efficient strategies. He focuses on helping clients develop personalized financial plans that address short-, mid-, and long-term goals. George serves as a resource for a range of services including general investing, retirement planning, and saving for unexpected events. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. George holds a Bachelor's Degree from St. Lawrence University and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is registered with NMLS under ID 2457350. Outside of his professional work, George enjoys baseball, basketball, fishing, football, golfing, hiking, music, photography, traveling, and spending time with his family.

Patrick Greene is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) certification. Patrick applies a goals-based planning approach to offer personalized financial strategies tailored to each client's unique circumstances. With over 40 years of combined experience alongside his partner, Wealth Management Advisor Ken Nersesian, Patrick assists individuals, families, and businesses in addressing a broad spectrum of financial needs, including estate planning, retirement preparation, and tax efficiency. He leverages the extensive resources of Merrill and Bank of America to support clients in pursuing their long-term objectives. Patrick earned his bachelor's degree from Swarthmore College. Outside of his professional role, he enjoys activities such as baseball, cooking, golfing, hiking, music, running, skiing, soccer, traveling, and spending time with his family.

Elizabeth Sullivan is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on developing close relationships with her clients to proactively address both identified and less apparent financial needs. Elizabeth works with individuals, families, and institutions to understand their current financial position and articulate their objectives for the near and long term. She then helps structure and implement plans to guide clients from their starting point to their financial goals, adjusting as circumstances and objectives evolve. Before joining Merrill Lynch Wealth Management in 2015, Elizabeth held roles at Barclays Wealth & Investment Management and Bernstein Global Wealth Management. She earned a bachelor's degree from Columbia University and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Certified Divorce Financial Analyst (CDFA). Her expertise includes college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization. Originally from Long Island, Elizabeth has lived on Manhattan's Upper West Side for over twenty years. She has interests in cooking, music, and yoga. Elizabeth is involved in various organizations such as the NewYork-Presbyterian Planned Giving Advisory Council, the Financial Planning Association of NY, and the Estate Planning Council of NYC.

Anthony Caputo is the Resident Director at Merrill Lynch Wealth Management in Iselin, NJ. He has been with Merrill Lynch since 2012 and in 2016 joined the Barry team from Merrill’s Advisory Center, where he developed investment strategies tailored to his clients’ financial goals and needs. His areas of focus include college education planning, corporate benefits, executive compensation, family wealth management strategies, and tax minimization. Anthony holds a Bachelor of Arts degree in International Affairs and a Master of Business Administration in International Business, both from Wagner College. He holds the Personal Investment Advisor (PIA) designation and provides services to busy professionals and families seeking to achieve their financial objectives. Outside of his professional work, Anthony is involved in community activities such as CYO NY Basketball, Junior Achievement of New Jersey, Ronald McDonald House Charities, South Shore Little League, and Staten Island Youth Soccer League. He enjoys spending time with his family, traveling, coaching little league and soccer, and participating in baseball, biking, drawing/sketching, fishing, golfing, and woodworking.

Brian Gutner is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, divorce transition planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from George Washington University, a Master's Degree from New York University Law School, and a Juris Doctorate Degree from George Washington University Law School. Outside of his professional work, Brian has personal interests in baseball, hiking, reading, skiing, and tennis.

Scott Brown is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. He brings a unique perspective to his role, having been exposed to the wealth management industry through his father's 40-year career at Merrill Lynch. Scott holds a bachelor's degree from the University of Miami and began his career working for the fintech company Visible Alpha in New York City. After three years, he transitioned to join his father's team at Merrill Lynch. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Scott serves on the First Tee Youth Board in New York City. Residing in New York City, he enjoys activities such as basketball, golf, skiing, chess, tennis, and spending time with his family.

Joseph Corcoran is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 35 years of industry experience, including 20 years dedicated to serving high net worth individuals and institutions. As a qualified Portfolio Manager, he provides traditional financial advice and develops personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. Within the firm’s Investment Advisory Program, Joseph manages client strategies on a discretionary basis. Joseph specializes in working with wealthy individuals and families, particularly those preparing for retirement or facing significant liquidity events. His approach involves understanding each client’s financial situation, preferences, and goals to offer tailored recommendations that align with their investment objectives. He also engages clients in comprehensive discussions on topics ranging from individual securities to retirement and estate planning services. He holds a Master of Public Administration degree from New York University, where he served on the editorial board of a university publication, and a Bachelor’s degree from Earlham College. Joseph also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, along with Series 7, 63, and 65 FINRA registrations. Prior to his Wall Street career, he worked for U.S. Congressman Edwin B. Forsythe and authored an economic report for the WIP Inflation Now Program (WHIP). He resides in Connecticut with his wife, is the father of four children, and serves on the Connecticut Board of Directors of the Cystic Fibrosis Foundation.

Lais De Quadros is an International Wealth Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies tailored to clients with complex financial situations, including those with assets across multiple jurisdictions. Since beginning her career in wealth management in 2015, Lais has leveraged her background in information technology and finance to enhance service delivery and client acquisition processes within the Vieira Wealth Management Group. She focuses on integrating innovative technology to improve productivity and client experiences, while collaborating closely with clients’ trusted professional advisors to offer a broad range of banking and investment capabilities through Bank of America and Merrill Lynch. Lais’s expertise encompasses family wealth management, international wealth management, legacy planning, LGBT wealth planning, tax minimization, retirement income, and serving professionals, entrepreneurs, and families with new wealth. She holds a Bachelor’s degree in Computer Science from Rutgers University and an MBA in Finance and Information Technology from The Wharton School of Business at the University of Pennsylvania. Additionally, Lais holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). She is fluent in Portuguese and English and also speaks Spanish and Italian. Outside of her professional career, Lais dedicates time to volunteering in her community and enjoys an active lifestyle that includes biking, running, swimming, knitting, cooking, and traveling. She has participated in various triathlons and road races, and values spending time with her family and supporting her children’s development into socially conscientious adults.

Sanjay Malik is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with individuals and families to develop personalized financial strategies that connect all aspects of their financial lives. His approach includes understanding clients’ financial situations, risk tolerance, time horizon, and liquidity needs to help prioritize and pursue both short- and long-term goals. Sanjay provides clients access to investment insights from Merrill and banking and lending solutions through Bank of America. He specializes in personal retirement planning, small business strategies, and tax minimization. Sanjay emphasizes open dialogue to address matters such as healthcare expenses, education funding, business sale preparations, home purchasing, and legacy creation. He aims to build lasting relationships and assist clients in managing and minimizing risks to help them prepare for a secure retirement. Sanjay holds a Bachelor's Degree from Narsee Monjee College of Commerce and Economics and carries the Personal Investment Advisor (PIA) designation. He is fluent in Marathi, Gujarati, Punjabi, English, and Hindi. Outside of work, his personal interests include cooking, gardening, photography, reading, soccer, tennis, and watching movies.

Tommy Wong is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing comprehensive financial planning and wealth management services. He assists individuals, families, and businesses in areas including retirement planning, strategic tax planning, trust and estate planning, and day-to-day banking needs. Tommy is fluent in English, Mandarin, and Cantonese, enabling him to serve a diverse client base. With expertise in divorce transition planning, employee benefits, executive and equity compensation, family wealth management, portfolio management, small business strategies, tax minimization, and retirement income, Tommy focuses on understanding his clients' financial goals and overall financial picture. He works closely with clients to develop tailored strategies aimed at achieving their personal and family objectives. Tommy holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma/GED from Hunter College. Outside of his professional role, he enjoys playing pickleball, running, and table tennis.