About Us

About Merola Capital

Your Financial Success Comes First

Our dedicated team is here to help individuals, small business owners, and pre-retirees achieve their financial goals with confidence. Whether you’re just starting to grow your wealth, planning for retirement, managing your business’s financial growth, or looking to secure your legacy, we offer expert guidance every step of the way.

We take pride in our client-first approach, transparency, and commitment to fiduciary standards, ensuring that your best interests are always at the forefront of our services. Discover how we can help you build a strong financial future and take control of your wealth today.

Why Choose Merola Capital Management?

  • Personalized Solutions: We understand that every financial journey is unique, and we tailor our strategies to fit your specific goals.
  • Experienced Professionals: With years of experience in the industry, our team brings a wealth of knowledge to help you navigate complex financial landscapes.
  • Client-First Philosophy: Your success is our priority. We focus on building lasting relationships based on trust and transparency.

Let us partner with you on your path to financial success. Together, we can create a roadmap that aligns with your aspirations and helps you realize your dreams.

Meet us

The Merola Capital Team

Matthew Merola

Private Wealth Manager

P: (315) 708-5722

Matt is the President and Lead Advisor at Merola Capital Management. He lives in Webster, NY with his wife, Katherine and their dog, Ghost. Outside of work, Matt can usually be found at Midtown Athletic Club, or out on the golf course. In his professional approach, Matt strives to develop a collaborative relationship with clients to provide education, and to better understand their financial goals and concerns. This process allows him to design comprehensive financial plans that will evolve through various life changes, enhancing each client’s current financial situation and alleviating future uncertainties. Matt is well-equipped with a range of certifications, including his Series 7, 63, and 66, along with his New York State Life, Accident, and Health License.

Kyle McDermott, CFP®, AIF®

Financial Advisor

P: (716) 969-5334

Kyle resides in Penfield, NY, with his wife Jade, daughter Brooke, and their dog Niko. Outside of his work in finance, Kyle enjoys playing various racket sports, golfing, and exploring his passion for music. He thrives on meeting with clients and supporting them throughout their life journeys. With extensive experience, he is dedicated to guiding others through challenging times to achieve positive outcomes. His approach focuses on educating clients, empowering them to better understand their financial situations. Kyle holds the Certified Financial Planner™ (CFP®) designation and the Accredited Investment Fiduciary® (AIF®) designation. He is licensed with Series 7, 24, and 66, along with the New York State Life, Accident, and Health Insurance licenses.

Emilio Monti

Financial Advisor

P: (585) 683-6398

Emilio is a dedicated financial advisor who brings a passion for client education and personalized financial planning to his role at Merola Capital Management. A graduate of The University of Tampa with a bachelor’s degree in finance, Emilio began his career as a financial representative in 2019. He quickly advanced, earning his Series 6, Series 7, Series 63, and Series 65 licenses, along with his New York State Life, Accident, and Health Insurance license. Since then, Emilio has been helping individual clients and managing group retirement plans with a focus on creating tailored financial strategies that align with each client’s unique goals.

A Rochester native, Emilio currently lives in downtown Rochester. Outside of work, he enjoys playing soccer and golf and spending time with his friends and family.

Check the background of investment professionals on FINRA’s BrokerCheck.

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Merola Capital Management