Merrill Lynch Private Wealth Advisor Ruggero Borletti

Merrill Lynch Private Wealth Advisor Ruggero Borletti, located at 2555 East Camelback Road in Phoenix, Arizona, offers industry-leading research and expert analysis to help clients stay ahead in managing their substantial wealth. With a focus on personalized service and trust-based relationships, the private wealth advisors at Merrill Private Wealth Management work with individuals, families, business owners, and executives to develop customized strategies designed to achieve their financial goals.

Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions, including investment insights from Merrill and the banking convenience of Bank of America. The institution is committed to providing highly personalized one-on-one service, helping clients develop multigenerational wealth strategies and navigate complex financial challenges.

The team at Merrill Private Wealth Management specializes in working with prominent families, offering personalized wealth transfer strategies, family wealth education, and philanthropic vision development. They also assist entrepreneurs and business owners in balancing their personal and business finances, providing support for employee benefits, retirement plans, and succession planning.

With a focus on collaboration and understanding each client's unique goals, Merrill Private Wealth Management aims to simplify clients' financial lives and help them achieve their long-term aspirations. The institution combines the personalized attention of a smaller firm with the resources and insights of a global financial institution, providing a powerful and personal experience for clients of substantial means.