Merrill Lynch Financial Advisor Tony Segobiano
About the Business
Merrill Lynch Financial Advisor Tony Segobiano, located at 3121 North Illinois Street, Swansea, Illinois, United States, offers personalized wealth management services for affluent families, professionals, business owners, and individual investors. With a focus on goals-based planning, Tony collaborates with clients to define their priorities and create customized financial strategies. With 19 years of experience in wealth management and 17 years in the insurance industry, Tony is dedicated to building long-lasting relationships based on trust and exceptional service.
Through Merrill Personal Wealth Analysis™, Tony helps clients build personalized plans centered on their goals and aspirations. Supported by the global resources of Merrill, Tony's team provides tailored advice and a disciplined approach to investing. By getting to know clients on a personal level, Tony is able to offer solutions that align with their values and help them achieve their financial goals.
With a commitment to ongoing communication and regular reviews, Tony ensures that clients' financial plans remain aligned with their evolving needs and priorities. By offering access to investment insights and banking solutions from Bank of America, Tony helps clients manage, grow, and preserve their wealth for the long term.
As a Merrill Lynch Wealth Management Advisor, Tony's mission is to understand each client's unique circumstances and aspirations, designing personalized plans to help them pursue their financial goals while managing risk. By staying engaged with clients and adjusting their financial approaches as needed, Tony aims to help them stay on track and achieve what matters most to them.
With a focus on building strong client relationships and providing comprehensive financial solutions, Merrill Lynch Financial Advisor Tony Segobiano offers personalized investment strategies and guidance to help clients live their best financial lives.
Photos
Location & Phone number
3121 N Illinois St Suite B, Swansea, IL 62226, United States
Hours open
Monday:
8:30 AM - 4:00 PM
Tuesday:
8:30 AM - 4:00 PM
Wednesday:
8:30 AM - 4:00 PM
Thursday:
8:30 AM - 4:00 PM
Friday:
8:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
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