David Reynolds Avery, CFP, CRPC

Welcome to Merrill Lynch in Latham, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

The HWA Team is a powerful resource. Our approach is based on honesty, integrity and a highly personalized level of client service. Our combined experience brings a unique perspective to all we do and provides added value to our clients. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

We can help you embrace your financial future