Merrill Lynch Financial Advisor Gerald Slattery
50 New York 111, Village of the Branch, New York, United States
About the Merrill Lynch Financial Advisor Gerald Slattery
Merrill Lynch Financial Advisor Gerald Slattery is located at 50 New York 111, Village of the Branch, New York, United States. Gerry is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Plan Fiduciary Advisor (CPFA) certification. Gerry graduated Magna cum Laude from the New York Institute of Technology in 1988 with a B.S. in Business Administration.
At Merrill Lynch Wealth Management, Gerry focuses on building personalized plans centered on your goals and what you want to achieve. He believes in understanding your aspirations and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for future expenses like healthcare or education. By utilizing the Investment Personality Assessment, Gerry can tailor a financial approach that aligns with your investing preferences and goals.
Gerry's mission is to help you and your family pursue financial goals while managing investment risk. He regularly reviews your progress and adjusts your financial approach to reflect changes in your life and the market. As a Merrill Lynch Wealth Management Advisor, Gerry provides personalized investment strategies and access to comprehensive financial solutions from Bank of America.
Gerry is registered to do business in multiple states and offers a range of services including financial planning and investment advisory. He emphasizes the importance of understanding your unique needs and priorities to design an approach that helps you achieve your goals. Whether you are planning for retirement, saving for a home, or passing wealth to future generations, Gerry is dedicated to helping you navigate the complexities of your financial life.
Photos of Merrill Lynch Financial Advisor Gerald Slattery
50 NY-111, Village of the Branch, NY 11787, United States
Opening hours of Merrill Lynch Financial Advisor Gerald Slattery
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:
Day off
Sunday:
Day off
Reviews of Merrill Lynch Financial Advisor Gerald Slattery
"Gerry is a very ethical, honest advisor. I highly recommend him."
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