Merrill Lynch Financial Advisor Ronald J Marciano 1325 Franklin Avenue, Garden City, NY 11530
About the Business
Merrill Lynch Financial Advisor Ronald J. Marciano is a seasoned professional with over 30 years of experience in the financial services industry. Located at 1325 Franklin Avenue in Garden City, New York, United States, Ron specializes in serving high net worth individuals, retirees, and small business owners. As a Chartered Retirement Counselor™ professional and Sports & Entertainment-Accredited Wealth Management Advisor™ designee, he focuses on money management, equities, mutual funds, insurance, and fixed income. Ron's investment philosophy emphasizes capital preservation and long-term growth, tailored to each client's individual needs and goals.
Ron's commitment to his clients is evident in his solid work ethic, conservative investment approach, and dedication to client service. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. Ron is actively involved in the community, volunteering with organizations such as the Garden City Scholarship Fund, Scouts, and youth sports teams.
As a Registered Senior Wealth Management Client Associate, Ron offers personalized financial planning services through Merrill Lynch Wealth Management. He takes the time to understand each client's unique goals and priorities, designing and implementing personalized plans to help them pursue financial success while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Ron works with clients to develop strategies that address their financial needs and aspirations.
Ron's approach is rooted in understanding each client's individual goals and priorities, helping them navigate life changes and market fluctuations to stay on track towards financial success. By utilizing tools such as the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Ron tailors his approach to reflect each client's personality and life priorities. With a focus on building a customized investment approach, Ron is dedicated to helping clients achieve their financial goals and live their best financial life.
Location & Phone number
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States
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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