Mellany Bagtas

Mellany Bagtas is a seasoned financial professional with extensive experience in wealth management. Currently serving as Vice President and Financial Advisor at Morgan Stanley since August 2017, Mellany previously held the position of Wealth Management Advisor and Vice President at Merrill Lynch from March 2008 to August 2017. Prior to that, Mellany worked as a Banker at JPMorgan Chase & Co. from January 2007 to February 2008. Mellany holds a Bachelor's Degree from Mount Saint Mary College, obtained between 1999 and 2004, and possesses multiple professional designations including CFP®, CEPA®, CDFA®, and CRPC®.