۶Ƶ New York, NY office welcomes
Mellany Bagtas
Mellany Bagtas
۶Ƶ announced the hiring of financial advisor Mellany Bagtas in New York, NY.She joined the Manhattan Market led by Regional DirectorChris DiMuria, Market Executive Kellie Brady and Market Director Demie Kommatas.
Mellany Bagtas has 18 years in the industry and joins us from Morgan Stanley where she spent 7 years helpingempower executives, business owners, successful individuals, and their families to achieve and maintain financial independence. Prior to that, she spent 9 years at Merrill Lynch as a Vice President.
Mellany holds the Certified Financial Planner (CFP®) certification, the Certified Exit Planning Advisor (CEPA®) designation, the Chartered Divorce Financial Analyst (CDFA®) designation, and the Chartered Retirement Planning Counselor (CRPC®) designation. She is very passionate about ensuring her clients needs are met through tailored solutions.
Joining Mellany is Client Service AssociateKaitlin Weaver.