Merrill Lynch Financial Advisor Mark Soldati

Merrill Lynch Financial Advisor Mark Soldati, located at 173 Elm Street, Westfield, New Jersey, is dedicated to managing your wealth by creating personalized strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Mark Soldati can help you navigate today's changing market conditions. As a Merrill Lynch Wealth Management Advisor, he believes in building strong relationships with clients and understanding their priorities, whether it's planning for retirement, saving for a home, or funding a child's education.

Mark Soldati follows the Merrill tradition of community involvement and volunteers with local organizations. Through the Merrill Personal Wealth Analysis™, he can develop a personalized plan centered on your goals. By utilizing the Investment Personality Assessment, he can better understand your investing preferences and customize a financial approach that aligns with what matters most to you.

With a focus on helping you achieve your financial goals, Mark Soldati will work with you to develop a plan that manages, grows, and preserves your wealth for the future. By regularly reviewing your goals and financial approach, he aims to keep you on track and adapt to any changes in your life or the market. Whether you are planning for the future or navigating current financial decisions, Mark Soldati is committed to helping you achieve success.