Mary Robertson

Michael Dattilo is a Financial Consultant at Fidelity Investments, where he leads a team that collaborates with clients to develop comprehensive financial plans tailored to their unique goals. His approach emphasizes a collaborative planning process to support clients in managing their wealth both currently and in the future. Michael and his team focus on building meaningful relationships to assist clients in navigating their financial journeys. Michael's professional experience includes roles at Fidelity Investments since 2022, initially as a Planning Consultant before becoming a Financial Consultant in 2024. Prior to this, he held positions as a Licensed Relationship Manager at Key Investment Services, a Registered Client Service Associate and Corporate Stock Plan Analyst at UBS Financial Services, and various roles at Citizens Securities Inc and Citizens Bank from 2012 through 2017. Outside of his professional career, Michael has personal interests that include board games, comedy, concerts, cooking and baking, football, and movies.

David DeCourcey is a Senior Financial Advisor at Merrill Lynch Wealth Management with experience as a financial advisor since 1990. He specializes in portfolio management services, individual and corporate investment strategy, and retirement income planning. David applies his knowledge to support clients in making important financial decisions. He holds a Bachelor of Science degree with a major in Investments/Finance from Babson College. David also holds the Personal Investment Advisor (PIA) designation. Beyond his professional work, he volunteers as a budget counselor and has served as a board member for the Cornell Cooperative Extension of Ontario County. David resides in Canandaigua with his wife, Judy. His personal interests include football, genealogy, photography, and spending time with his family.

Scott Fredereksen is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in September 2011, Scott has worked alongside his business partners Mark Eidlin and Matthew Kilmer, focusing on advising affluent individuals and families, business owners, corporate executives, medical professionals, foundations, and endowments in Rochester and surrounding areas. He emphasizes taking a client’s complete financial picture into account to align recommendations with their best interests and values a personal connection with clients to better serve their needs. Scott’s areas of expertise include college education planning, corporate benefits, divorce transition planning, employee financial health, executive compensation, equity compensation services, and tax minimization. He offers a wide range of wealth management services such as retirement planning, qualified plans, wealth transfer strategies, and philanthropic giving. Scott holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s Degree from Cortland University. Outside of his professional role, Scott is engaged in community service and volunteers with various organizations. His personal interests include basketball, camping, fishing, football, golfing, music, and spending time with his family.

Emily Freund is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2019, progressing through roles including Financial Consultant I, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Emily worked as a Client Services Associate at Manning & Napier from 2016 to 2019. In her current role, Emily partners with clients to understand their goals, needs, and wants to create personalized long-term financial plans. She utilizes her experience along with Fidelity's resources to develop tailored financial strategies. Outside of her professional work, Emily enjoys cooking and baking, exploring food as a foodie, hiking, outdoor adventures, skiing, and parenthood.

Gary Fitch is a Senior Financial Advisor at Merrill Lynch Wealth Management with a focus on delivering personalized financial planning and wealth management services. He leads a team that emphasizes building and annually reviewing customized plans aligned with clients’ goals and interests, utilizing a long-term investment approach to support clients’ lifestyles, retirement income needs, and legacy objectives. Gary brings over 40 years of collective team experience in assisting affluent individuals and families through a client-focused, goals-based wealth management process. His expertise includes retirement planning, portfolio management, legacy and tax minimization strategies, and socially responsible investing, among other areas. He welcomes connections with corporate executives nearing retirement, professionals seeking holistic financial advice, and those interested in estate planning services. Gary holds a Bachelor of Arts degree in Economics from St. John Fisher College, where he graduated in 1996 and was inducted into the Athletic Hall of Fame in 2004. He has earned professional designations including Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His continuing education includes certificate programs such as the Essential Partner certificate from the Johnson Graduate School of Management at Cornell University. Gary resides in Pittsford, New York with his wife Melissa and their two children.