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Top 30 financial advisors of 311 near 12550
Out of 400,000+ nationwide
John L
CFP®, Series 66
Hopewell Junction, NY
Edward Jones
Michael S
Series 66
Beacon, NY
Edward Jones
Thomas G
CFP®, Series 66
Beacon, NY
Edward Jones
Austin S
Series 66
Fishkill, NY
Edward Jones
Jeremy A
Series 66
Lagrangeville, NY
Edward Jones
Anthony D
Series 63
New Windsor, NY
Edward Jones
Charles B
Series 63, Series 66
New Windsor, NY
Edward Jones
George D
Series 63, Series 65
Poughkeepsie, NY
Merrill
George Decker is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 45 years of experience in the industry, he provides personalized wealth management strategies to help clients pursue their long-term financial goals. George is committed to creating flexible financial plans tailored to the evolving market conditions, leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. George holds a Bachelor’s Degree in Business Administration from Marist College in Poughkeepsie, New York, and carries the Personal Investment Advisor (PIA) designation. He is actively involved in his community, serving on the Board of Directors for Angels of Light and having previously served on the boards of Lucky Orphans Horse Rescue, Hope on a Mission, and New Horizons Resources. George lives in Millbrook, New York with his wife Lori and is a father of six children and grandfather to ten grandchildren.
Marc C
Series 63, Series 65
Poughkeepsie, NY
Merrill
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.
Lisa P
Series 63, Series 66
Poughkeepsie, NY
Merrill
Lisa Preudhomme is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, she works closely with clients to understand their personal priorities and develop tailored financial strategies. Her approach emphasizes simplicity and transparency in managing investments and wealth planning. With expertise spanning general investing, retirement planning, and saving for unexpected events, Lisa focuses on helping clients pursue their individual financial goals. She holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from the State University of New York system.
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Top 30 financial advisors of 311 near 12550
Out of 400,000+ nationwide