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.

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.

Clayton Millard is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading an experienced team of Wealth Management Advisors in their Rochester, NY office. Since joining Merrill Lynch in 1997, he has focused on assisting affluent individuals, physicians, and executives of public and private companies through a personalized, goals-based wealth management process. His team's approach emphasizes simplicity, transparency, and disciplined progress measurement, tailored to clients' lifestyles, retirement income needs, and legacy goals. Clayton holds a Bachelor's degree from Allegheny College and a Master's degree from Indiana University in Bloomington, Indiana. He has earned several professional designations, including Certified Investment Management Analyst (CIMA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise covers areas such as executive compensation, family wealth management strategies, liquidity management, philanthropic planning, socially responsible investing, tax minimization, and retirement income planning. In addition to his professional responsibilities, Clayton serves as a Trustee and former Chairman of the Board of Trustees of the Central and Western New York Chapter of The Nature Conservancy. He is active in supporting philanthropic organizations. He lives in Brighton with his wife Kimberly and their two daughters. His personal interests include hiking, sailing, gardening during the summer, and skiing in the winter.

Nathaniel Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing personalized financial strategies tailored to clients' individual goals and changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients’ wealth management needs. Nathaniel holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Grove City College. Nathaniel also participates in community volunteer activities, reflecting his commitment to the communities served by Merrill.

Claire Bellis is a Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding individuals and families through various life transitions such as divorce, retirement, and career changes. She holds the Certified Divorce Financial Analyst (CDFA) designation as well as the Personal Investment Advisor (PIA) credential. Claire focuses on helping clients navigate the financial and emotional complexities of wealth planning with clarity and confidence. With a Bachelor’s degree from Eastern Illinois University, Claire provides tailored financial strategies that align with her clients’ values, priorities, and goals. She is committed to meeting clients where they are and supporting them in building and protecting their financial future. Claire is also involved in the Rochester Women's Network and contributes to community efforts through Junior Achievement USA. Outside of her professional work, Claire enjoys dancing, gardening, hiking, horseback riding, music, singing, spending time with family, traveling, watching movies, and practicing yoga.

Kevin Fox is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies tailored to their short-, mid-, and long-term financial goals. His responsibilities include providing guidance on a range of topics such as investing, retirement planning, and emergency savings. Additionally, he offers clients access to Bank of America specialists in areas including banking, credit, home financing, and small business solutions. Kevin holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Carnegie Mellon University.