Merrill Lynch Financial Advisor Mark A Gutner

Merrill Lynch Financial Advisor Mark A Gutner is a renowned financial institution located at 266 Merrick Road, Lynbrook, New York, United States. With over 30 years of experience in the financial services industry, Mark has dedicated over 20 years to Merrill. His passion lies in helping clients manage their wealth effectively to meet their needs. Mark specializes in providing a comprehensive approach to wealth management for individuals and families. As a qualified Senior Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark, a father of two living in Manhattan, currently resides in Rockville Centre, New York with his wife, Allison.

At Merrill Lynch Wealth Management, Mark focuses on building personalized financial plans centered around the client's goals and priorities. He believes in understanding each client's unique needs and designing a tailored plan to help them pursue their financial objectives while managing investment risk. Mark's approach is to provide potential solutions that can turn aspirations into reality.

Through Merrill Personal Wealth Analysis™, Mark can help clients develop a plan to manage, grow, and preserve their wealth while considering their long-term financial goals. By prioritizing what matters most to each individual, Mark aims to offer advice and guidance to help clients stay informed and achieve financial success.

As a Merrill Lynch Wealth Management Advisor, Mark emphasizes the importance of getting to know each client personally to create a financial approach that reflects their personality and priorities. By staying in touch with clients, reviewing their goals, and making any necessary adjustments to their financial approach, Mark ensures that they stay on track to achieve what matters most to them.

With access to investment insights from Merrill and banking solutions from Bank of America, Mark works with clients to develop a customized investment approach that addresses their needs and helps them pursue their financial goals. Through ongoing conversations and updates, Mark aims to help clients navigate changes in their lives and the financial markets to achieve their desired outcomes.

Investing involves risk, and past performance does not guarantee future results. Mark Gutner is registered to do business in multiple states and offers a range of brokerage, investment advisory, and financial planning services. Clients are encouraged to consult their legal and tax advisors before making any financial decisions. Merrill Lynch and its affiliates do not provide legal, tax, or accounting advice.