PROFESSIONAL PROFILE

Mellany Bagtas adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, she considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Mellany is able to help you establish objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of Total Merrill to connect all the pieces of your financial life. Mellany can conduct regular reviews with you to help you monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.

Before joining Merrill Lynch, Mellany was a Personal Banker at JP Morgan Chase. She graduated Magna Cum Laude from Mount Saint Mary College with a degree in Business Administration with a concentration in Finance. Mellany enjoys spending time with her husband and two boys.