Merrill Lynch Financial Advisor Michael J Iacobelli

Merrill Lynch Financial Advisor Michael J Iacobelli is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. As a financial advisor, Michael Iacobelli focuses on managing your wealth by understanding your full financial picture and creating a flexible strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, he helps clients pursue their financial goals through personalized wealth management strategies.

Michael Iacobelli follows the Merrill tradition of community service and volunteers with organizations in the community. He offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on individual goals. By understanding what matters most to each client, Michael Iacobelli designs and implements personalized plans to help manage, grow, and preserve wealth while considering long-term impact.

Through the Investment Personality Assessment, Michael Iacobelli gets to know clients better as investors and customizes financial approaches to align with their goals and priorities. By staying informed about changes in clients' lives and financial markets, he helps clients stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Michael Iacobelli works to help clients live their best financial lives.

Michael Iacobelli is registered to do business in multiple states and offers personalized investment strategies to address individual needs and goals. Investing involves risk, and past performance does not guarantee future results. While Merrill offers a range of services, including brokerage and investment advisory, clients should consult with legal and tax advisors before making financial decisions. The goal of Michael Iacobelli and Merrill Lynch Wealth Management is to put clients first and help them achieve their financial goals through personalized strategies and comprehensive solutions.