Merrill Lynch Financial Advisor LuAnn K. Losito 102 Business Park Drive, Utica, NY 13502

Merrill Lynch Financial Advisor LuAnn K. Losito, located at 102 Business Park Drive, Utica, New York, United States, is a finance institution led by Senior Financial Advisor, Senior Vice President LuAnn K. Losito. With over 20 years of experience in the financial services industry, LuAnn specializes in assisting clients in building wealth management strategies tailored to their individual needs. The institution's team is actively involved in the community, dedicating time and resources to charitable organizations such as United Way.

Merrill Personal Wealth Analysis™ is utilized to create personalized financial plans focused on clients' goals and aspirations. Supported by the global resources of Merrill, the team consists of talented professionals committed to building strong client relationships based on trust and personalized service. The institution's approach to wealth management involves working closely with clients to identify and define their financial goals, ensuring that their investment strategy aligns with their life plan.

By utilizing the Investment Personality Assessment and drawing upon research in behavioral finance, Merrill Lynch Financial Advisor LuAnn K. Losito customizes financial approaches to help clients pursue their most important objectives. The institution provides transparency on potential risks and opportunities, offering insights and resources to guide clients through various life stages. With access to investment insights from Merrill and banking solutions from Bank of America, LuAnn works with clients to develop comprehensive financial strategies designed to address their evolving financial needs.

The institution's mission is to understand clients' priorities and aspirations, helping them manage, grow, and preserve their wealth while navigating investment risks. By regularly reviewing clients' goals and financial progress, the team aims to keep clients on track to achieve their objectives. LuAnn Losito is registered to do business in multiple states and holds certifications such as Accredited Asset Management Specialist™ (AAMS™) and Chartered Retirement Planning Counselor™ (CRPC™).

Merrill Lynch Financial Advisor LuAnn K. Losito prioritizes building personalized investment strategies tailored to clients' unique needs, providing comprehensive financial solutions to help clients pursue their goals. The institution puts clients first, offering a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor to address the financial complexities of clients' lives and guide them towards financial success.