Michael Relyea, Cfp® Email & Phone Number

It gives me a great feeling of satisfaction to have such a positive influence on my clients and their financial lives. I firmly believe in what I do and very much enjoy the relationships that I have built with my clients. I am dedicated to their goals and look forward to helping them achieve them.I am a member of The Relyea, Barcelona, Sperrazza & Associates team which consists of myself, my partners Mylene Barcelona and Charles Sperrazza, plus our two assistants, Chelsea Pagoaga and Teresa Proulx.   All of us have different skill-sets and I feel that our close relationship helps us provide better advice and service to our clients. Charlie and I spend much of our time working directly with clients and running the day-to-day activities associated with our clients. Mylene also works with clients but she spends much of her day doing research and developing client portfolios. Chelsea & Terri answer the phone, complete all the administrative tasks and they are basically in charge of making sure that everything that we promise to clients gets done. We have a great team and we all enjoying working together. From a client's perspective, I believe the benefit of working with a team is that we have the ability to provide more resources and knowledge than working with a sole practitioner. We also provide clients the ability to seek advice from various points of view and I believe over the course of time it, gives our clients a greater likelihood of success toward achieving their goals.I started in the financial services in 1997 and during my career, I have had the opportunity to work in various positions and with three different firms. I believe this diverse experience helps me give better advice to clients and I am very proud to say that I am a Financial Advisor with Merrill Lynch Wealth Management and a member of Relyea, Barcelona, Sperrazza & Associates.

Listed skills include Wealth Management, Retirement Planning, Estate Planning Services, College Education Planning, and 3 others.

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  Wealth Management Advisor, Vice President

  Merrill Lynch Wealth Management

  Jun 2015 - Present

  *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.