Merrill Lynch Financial Advisor Tony Conticelli
About the Business
Located at 50 North Laura Street in Jacksonville, Florida, Merrill Lynch Financial Advisor Tony Conticelli offers a comprehensive approach to managing wealth. With over 25 years of experience in the financial services industry, Tony focuses on understanding the priorities of high-net-worth individuals and families to provide personalized attention and disciplined portfolio strategies. Clients have entrusted Tony and his team with over $360 million in client balances as of January 1, 2024. Tony helps clients identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. By crafting customized financial strategies, Tony aims to help clients pursue desired outcomes and build, manage, and preserve their wealth for current and future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, Tony works with clients to develop an approach designed to address their financial needs. Through deep-seated community involvement and a commitment to building strong client relationships based on trust and personalized service, Tony and his team at Merrill Lynch Wealth Management strive to help clients achieve their financial goals.
Location & Phone number
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States
Hours open
Monday:
9:30 AM - 4:00 PM
Tuesday:
9:30 AM - 4:00 PM
Wednesday:
9:30 AM - 4:00 PM
Thursday:
9:30 AM - 4:00 PM
Friday:
9:30 AM - 4:00 PM
Saturday:
9:30 AM - 4:00 PM
Sunday:
9:30 AM - 4:00 PM
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