Merrill Lynch Financial Advisor Maria C Pizzini 2 Bala Plaza, Bala Cynwyd, PA 19004
About the Business
Merrill Lynch Financial Advisor Maria C Pizzini is a Senior Financial Advisor located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Maria specializes in providing comprehensive wealth and investment management for individuals, families, and small businesses, with a focus on the equine and healthcare industries. With a unique perspective and personalized approach, Maria takes the time to understand her clients, their financial situations, and what matters most to them. She then creates customized wealth management strategies that are flexible and adaptable to changing needs and market conditions.
Outside of work, Maria enjoys reading, writing, spending time with her family (both fur and human), and educating younger generations about personal finance. She is actively involved in the horse community as an avid equestrian, attending shows across the East Coast, competing in the jumper ring, and volunteering for the Devon Horse Show.
Maria's mission is to understand her clients and what matters most to them, in order to design and implement personalized plans to help them pursue their financial goals while managing investment risk. She offers tailored guidance for individuals in the equine and healthcare industries, aligning financial goals with desired lifestyles for long-term success.
Through Merrill Lynch Wealth Management, Maria focuses on building personalized plans centered on goals and priorities, with a commitment to helping clients achieve what matters most to them. She believes in staying connected with clients to discuss changes in their lives and financial approaches, ensuring they stay on track to reach their goals.
With access to investment insights from Merrill and banking solutions from Bank of America, Maria works with clients to develop approaches that address their financial needs and aspirations. Her goal is to help clients manage, grow, and preserve their wealth today, while considering the impact for years to come.
As a registered financial advisor in multiple states, Maria Pizzini understands the complexities of investing and the importance of personalized strategies to help clients navigate the financial markets. She is dedicated to providing one-on-one relationships with clients, offering support, guidance, and expertise to help them live their best financial lives.
Photos
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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