Merrill Lynch Financial Advisor John D. Trickett

Merrill Lynch Financial Advisor John D. Trickett is a finance institution located in Wellesley, Massachusetts, United States. John has been with Merrill Lynch Wealth Management since 2002, building long-lasting relationships with high net worth individuals, families, and businesses across Massachusetts and beyond. He takes a planning-based approach to managing wealth and creating portfolios for affluent clients, as well as enhancing corporate retirement plans for employers and employees.

As a Senior Portfolio Advisor, John can help clients pursue their objectives by managing custom investment strategies on a discretionary basis. He is a Certified Financial Planner™ (CFP®) and holds the Chartered Retirement Planning Counselor designation. With a team of talented professionals and access to global resources, John is committed to building strong client relationships based on trust and personalized service.

Merrill Personal Wealth Analysis™ is used to create personalized plans centered on clients' goals and aspirations. By understanding clients' investment preferences through the Investment Personality Assessment, John can tailor financial approaches to help clients achieve what matters most to them.

Through regular check-ins and adjustments to financial approaches, John aims to help clients stay on track to reach their goals. He believes in designing personalized plans that address clients' current needs while considering their future aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, John works with clients to develop strategies that align with their financial objectives.

By prioritizing clients' interests and understanding their unique financial situations, John helps clients navigate the complexities of their financial lives. With a focus on personalized investment strategies and comprehensive financial solutions, John and his team at Merrill Lynch strive to help clients pursue their goals and live their best financial lives.