WHY WOODRING | PONTICELLO & ASSOCIATES: Woodring | Ponticello & Associates is a qualified and designated Goals-Based Wealth Management team within the Global Wealth and Investment Management division of Merrill. Our focal point is providing a select group of clients personalized investment structure and customized wealth planning to help accomplish their complex and evolving lifetime goals. WHO WE SERVE: We serve a number of business owners, professionals, families, and institutional clients. Our team is structured in such a way to provide service to these clients for generations to come. WE ENCOURAGE AND WELCOME YOU TO CONNECT WITH US IF YOU: Are seeking a holistic and thoughtful wealth management team for your family or organization Have recently had a life event that impacts your financial goals Are changing employers or starting a new career Are looking to take a company sponsored buy-out for early retirement Need customized education and retirement plans that are realistic and attainable Desire an informed second opinion on your current Investment Management process to determine if your lifetime goals and risk profile are aligned Are a CPA or attorney interested in providing our resources to your clients LEARN ABOUT ANGELO: Angelo joined Merrill in 2000 and is a Senior Vice President and Senior Financial Advisor. He earned a B.A. in History from the University of Rochester and an M.B.A. from Simon Business School at the University of Rochester. Angelo lives in Rochester, New York with his wife, Lisa, and children Isabella and Alexander. When not working, Angelo enjoys spending time with his family and playing tennis and soccer. He is currently the Board Chair for AutismUp, a charity focused on the needs of children and their families affected by autism. *CRPC and Chartered Retirement Planning Counselor are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries.