TOP 30 Relationship manager in Connecticut

Merrill Lynch Private Wealth Advisor Brian J Hetherington is a leading financial institution located at 2 Pine Street in New Canaan, Connecticut, United States. Specializing in private wealth management, Brian J Hetherington offers personalized financial solutions tailored to each client's unique needs and goals. With a focus on building long-term relationships based on trust and expertise, clients can expect top-notch service and guidance to help them achieve their financial objectives. Whether you are planning for retirement, investing for the future, or managing your wealth, Merrill Lynch Private Wealth Advisor Brian J Hetherington is dedicated to helping you navigate the complexities of the financial world with confidence.

Merrill Lynch Financial Advisor Craig V Somerby is a prestigious financial institution located at 2 Pine Street, New Canaan, Connecticut, United States. With a focus on connecting all aspects of your financial life to help you prioritize and pursue your goals, Craig Somerby has been recognized as a leading Financial Advisor. He was named to the 2023 Forbes "Best-in-State Wealth Advisors" list, a testament to his dedication to exceptional client service. Craig and his team specialize in working with individuals and families, particularly founders and senior officers of private companies, to manage their finances and investments. They offer personalized investment management, wealth structuring, trust and estate planning services, legacy planning, and philanthropic solutions. By utilizing advanced online and mobile technology, they deliver a modern private banking experience tailored to each client's needs. As a Certified Private Wealth Advisor®, Craig is committed to helping clients achieve their financial goals and simplify their financial lives. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Craig V Somerby is dedicated to helping you achieve your financial aspirations.

Merrill Lynch Financial Advisor Stephen G Mackenzie is a 4-person wealth management advisory team with over 75 years of combined industry experience located in New Canaan, Connecticut. Clients are drawn to their group for their experience, knowledge, and responsiveness. They maintain strong, long-term relationships with clients who appreciate their analytical investment approach and high level of personalized client service. They help a select group of individuals and families manage and simplify their finances and investments, offering boutique-like service, broad global resources, and customized financial strategies. They specialize in addressing the unique challenges presented by newly acquired wealth. The team believes in creating a customized goals-based financial strategy for each family to guide them in understanding the relationship between their personal objectives and the value of their money. By utilizing the resources and insights of their internal specialists, they offer potential solutions to the complex challenges of significant wealth. They start every relationship with a conversation to identify and prioritize which goals matter most to the client.

Merrill Lynch Financial Advisor John-Michael Peters is a finance institution located at 253 Post Road West in Westport, Connecticut, United States. The institution specializes in working closely with growth-minded clients to construct "indestructible wealth" and teach them how to manage and preserve it over time. The core focus of The Peters Group is estate planning strategies, with a keen eye on tax consequences throughout the year. With a high level of tax awareness and experience in estate planning, the team at The Peters Group is dedicated to identifying, optimizing, and maintaining tax efficiencies for clients on an ongoing basis. The team works collaboratively with clients' CPAs and tax attorneys to align financial, tax minimization, and legal strategies for maximum benefits that can span generations. The team at The Peters Group believes in thorough evaluation of a client's existing wealth structure, tax situation, and long-term financial needs to provide superior wealth management. By simplifying complex estate planning decisions and working closely with clients' attorneys and CPAs, the team aims to create a streamlined, positive experience for clients, focusing on tax-efficient preservation and transfer of wealth. With a planning-based approach and a commitment to educating clients on values-based decisions, The Peters Group helps clients make informed choices that optimize their wealth and achieve fulfilling goals.

Edward Jones - Financial Advisor: Christopher N Durkin, ChFC® is a trusted financial institution located at 400 Boston Post Road in Milford, Connecticut. Specializing in providing personalized financial planning and investment services, Christopher N Durkin, ChFC® is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert advice and guidance to help them navigate the complexities of the financial world. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Christopher N Durkin, ChFC® is committed to helping you secure a more stable financial future.

Bank of America Private Client Advisor William (W. Matthew) M Lynn is a Vice President and Private Client Advisor at Bank of America Private Bank in Western Connecticut. With a wealth management team of specialists, he actively engages clients to understand their financial health and goals. Providing relevant information, he helps clients navigate the complexities of their financial situation and offers holistic strategies in investment management, estate planning, philanthropy, and more. Matt has a strong network within Bank of America, including Wealth Strategists who can assist with complex estate planning. With a background in owning a retail business and corporate positions, Matt brings a unique perspective to financial advising. He is also involved in charitable organizations and serves as a Trustee of a modern dance company. Bank of America Private Bank has a rich history of helping clients manage significant wealth, with a commitment to personalized service and innovation. They prioritize client goals and offer disciplined financial strategies to navigate evolving markets. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Consult your advisors before making financial decisions.

Bank of America Private Client Advisor Sandra V. Senich, located at 157 Church Street in New Haven, Connecticut, is a finance institution led by Managing Director Sandra Vigliotti Senich. With over three decades of experience, Sandra specializes in helping clients manage their wealth by providing investment management, credit and lending opportunities, trust and estate planning services, and tax minimization strategies. She is dedicated to simplifying complexity for clients and connecting them to global resources to meet their unique needs. Sandra is known for her expertise in assisting multiple generations of families with significant wealth, engaging the next generation in family meetings, and helping family foundations and not-for-profits pursue their philanthropic missions. She holds a bachelor's degree in economics from the University of Connecticut and an M.B.A. in finance from the University of New Haven.

Merrill Lynch Financial Advisor Matthew Heisler is a 4-person wealth management advisory team with over 75 years of combined industry experience located in New Canaan, Connecticut. Clients are drawn to their group for their expertise, knowledge, and responsiveness. They provide personalized client service and analytical investment approaches to help individuals and families manage and simplify their finances and investments. They offer boutique-like service, global resources, and customized financial strategies to help clients achieve their goals. The team believes in creating customized goals-based financial strategies to best understand each family's specific needs and priorities. By utilizing the Investment Personality Assessment, they can tailor financial approaches to help clients pursue what matters most to them. They offer Merrill Personal Wealth Analysis™ to build personalized plans centered on goals. The team is committed to building strong client relationships based on trust and personalized service. They work with clients to regularly review goals and financial approaches to stay on track towards achieving what's most important. The team believes in putting clients first and providing comprehensive financial solutions. They offer the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Financial Advisor Matthew Heisler is dedicated to helping clients navigate the complexities of their financial lives and achieve their goals.

Merrill Lynch Financial Advisor Edward Iannone, located at 301 Tresser Boulevard in Stamford, Connecticut, United States, is a finance institution that believes in building strong relationships through teamwork and involvement. The team of advisors, wealth management client associates, and global investment capabilities of Merrill and banking convenience of Bank of America aim to be your primary source for financial advice and guidance. They offer a personalized and fully integrated plan to address the evolving objectives of clients, such as wealth accumulation, retirement income distribution, and planning for the next generation. The team prides itself on providing consistent and customized service to meet the needs of clients, helping them manage, grow, and preserve their wealth. By listening to clients' goals and priorities, the institution develops a financial approach designed to help address their individual needs. With access to investment insights from Merrill and banking solutions from Bank of America, the team works with clients to create a plan centered on their goals and focused on what they want to achieve. The institution believes in helping clients reach their goals by understanding their personal preferences and providing advice and guidance tailored to their needs. Through the Merrill Personal Wealth Analysis™ and ongoing discussions to revisit and adjust financial plans, the team aims to help clients stay on track to achieve what's most important to them. As Merrill Lynch Wealth Management Advisors, the team is committed to building strong client relationships based on trust and personalized service, helping clients build a customized investment approach to address their needs and pursue their goals. With a focus on personalized investment strategies and comprehensive financial solutions, the institution aims to provide a dedicated one-on-one relationship with each client to help guide them along their financial journey.

Merrill Lynch Financial Advisor Graham M Murray, located at 1020 Boston Post Road, Darien, Connecticut, United States, is a finance institution that believes in building strong relationships through teamwork and involvement. The institution offers access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The mission of Murray Dragotta & Associates is to understand each client and their priorities in order to provide personalized financial advice and guidance. The advisors at this institution work closely with clients to design and implement a tailored financial plan to help them pursue their goals while managing investment risk. By using tools like the Investment Personality Assessment, the advisors aim to customize the financial approach based on the client's preferences and priorities. The team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service. They offer services like Merrill Personal Wealth Analysis™ to help clients document a personalized plan centered on their goals. The advisors understand that life and financial markets can change over time, and they regularly check in with clients to discuss any adjustments needed to their financial approach. With a focus on personalized advice and professional management, Merrill Lynch Financial Advisor Graham M Murray aims to help clients stay on track towards their long-term objectives.

Merrill Lynch Financial Advisor Ian R Gordon is a finance institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Their mission is to understand each client's family, goals, and priorities in order to create a personalized financial plan that helps manage investment risk and pursue financial goals. The institution believes in a client-first approach, focusing on understanding individual aspirations and providing tailored solutions to turn goals into reality. With access to investment insights from Merrill and banking solutions from Bank of America, Merrill Lynch Financial Advisor Ian R Gordon offers a comprehensive approach to address the financial needs of their clients. By utilizing tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they aim to develop a customized plan centered on the client's goals and aspirations. The institution is committed to helping clients stay on track to achieve their financial goals by regularly reviewing and adjusting their financial approach. Merrill Lynch Financial Advisor Ian R Gordon prioritizes getting to know each client personally in order to create a financial strategy that reflects their unique needs and priorities. With a dedicated team of advisors and access to comprehensive financial solutions, Merrill Lynch Financial Advisor Ian R Gordon is equipped to help clients navigate the complexities of their financial lives and pursue their goals.

Merrill Lynch Financial Advisor John T Horner is a finance institution located at 1020 Boston Post Road, Darien, Connecticut, United States. Our group specializes in advising families on wealth accumulation, preservation, and transfer. We work with affluent families to simplify their financial lives so they can focus on what truly matters to them. Our dedicated advisors are committed to helping you achieve your goals through transparent investment guidance aligned with your priorities. We utilize the Merrill Investment Personality Assessment to understand your investing preferences and customize a financial approach tailored to your needs. Our team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. We offer personalized plans through Merrill Personal Wealth Analysis™ to help you achieve your goals. Our mission is to simplify your life through intelligent, harmonized advice and guidance. Let us work together to help you reach your financial goals and address changes in your life and the market. Contact us today to learn more about how we can assist you in building a customized investment approach to pursue your goals.

Magdalena Gala-Hunter - TD Wealth Financial Advisor is a trusted financial institution located at 185 Main Street in Westport, Connecticut. As a dedicated financial advisor, Magdalena Gala-Hunter provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, clients can trust Magdalena Gala-Hunter to help them navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or secure your financial future, Magdalena Gala-Hunter is committed to providing top-notch financial advice and support. Visit us today to see how we can help you achieve financial success.

Merrill Lynch Financial Advisor Gregory Romatzick, located at 253 Post Road West, Westport, Connecticut, United States, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. Our team of talented and experienced individuals focuses on your family, goals, and priorities, adapting as they evolve over time. Through in-depth conversations, we identify and prioritize your most important goals, whether it's wealth transfer, pursuing your passions, or planning for the future. Drawing on research in behavioral finance, we use the Investment Personality Assessment to tailor a financial approach that aligns with your values and goals. Our mission is to understand you and your aspirations, designing a personalized plan to help you and your family achieve financial success while managing risk. By regularly reviewing your goals and progress, we ensure that your financial approach adapts to changes in your life and the markets. With access to investment insights from Merrill and banking solutions from Bank of America, we collaborate with you to develop a comprehensive strategy to address your financial needs. Let us work together to help you reach your goals and live your best financial life.

William Trond is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 2425 Post Road in Fairfield, Connecticut, United States. With a focus on finance, William Trond offers expert advice and guidance to clients looking to secure their financial future. Background and qualification information can be found on FINRA's BrokerCheck website. The institution's Client Relationship Summary Disclosure provides valuable information for potential clients. William Trond is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution offers consultations on financial planning concepts, with a focus on what is most important to each individual. While Ameriprise Financial cannot guarantee future financial results, they strive to help clients achieve their financial goals. Users of the Ameriprise Financial website agree to abide by the rules and regulations set forth. Privacy and security are a top priority, with measures in place to protect clients' information. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with peace of mind. Referrals are welcomed, and William Trond looks forward to helping friends and family members achieve their financial goals. The institution's commitment to privacy, security, and online protection is evident in their Online Security Guarantee and efforts to combat email fraud.

Edward Jones - Financial Advisor: Jonathan M Baron is a reputable finance institution located at 200 Mill Plain Road in Fairfield, Connecticut, United States. Jonathan M Baron is a skilled and experienced financial advisor who is dedicated to helping his clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your investments, Jonathan M Baron can provide personalized guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jonathan M Baron is committed to helping you secure your financial future.

Magdalena Gala-Hunter - TD Wealth Financial Advisor is a leading financial institution located at 1643 Post Road in Fairfield, Connecticut, United States. As a trusted advisor, Magdalena Gala-Hunter provides expert financial guidance and personalized wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, this institution offers a comprehensive range of financial services tailored to meet the unique needs of each individual client. Whether you are planning for retirement, investing for the future, or looking to protect and grow your wealth, Magdalena Gala-Hunter - TD Wealth Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Crestwood Advisors, located at 23 Old Kings Highway South in Darien, Connecticut, is a finance institution led by President Leah R. Sciabarrasi, CFP®. The firm prides itself on being a wealth advisory firm that they would choose to be clients of themselves. They strive to stay ahead of the curve by constantly adapting, learning, and improving to help clients succeed. Putting people first, Crestwood listens, understands, and advises with a personal touch, taking into consideration individual circumstances. Building strong emotional connections with clients, they aim to know them and their families well, often spanning relationships across generations. Their inclusive teams offer a broad perspective to help clients navigate life's journey. Crestwood Advisors has recently been recognized by WealthManagement.com in its RIA Edge 100 list, showcasing their dedication to reinvesting in their business for continued growth and client value.

Merrill Lynch Financial Advisor Patrick S Wayland is a finance institution located at 1020 Boston Post Road, Darien, Connecticut, United States. They specialize in understanding the unique financial circumstances of each client, whether they are a family, family enterprise, non-profit organization, or foundation. The institution works closely with clients' trusted advisors to help achieve their desired outcomes. Their mission is to simplify clients' lives through intelligent and harmonized advice. They believe in an integrated management model and personal commitment to be an essential resource to clients. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. The institution offers personalized investment strategies, comprehensive financial solutions, and access to global resources. They provide tools and resources to help clients keep track of changes in their life and financial approach. By understanding clients' goals and priorities, they can help create a financial approach that reflects their personality and helps them achieve their goals. Merrill Lynch Financial Advisor Patrick S Wayland is committed to helping clients pursue their financial future and stay on track to reach their goals.

Merrill Lynch Financial Advisor Gregory L Fischer, located at 253 Post Road West, Westport, Connecticut, United States, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Fischer, James and Associates are dedicated to helping families with substantial wealth achieve their life goals through strategies to grow and preserve wealth. They offer services ranging from investment management strategies to wealth transfer and retirement income planning. With a collaborative approach, they work closely with clients to tailor strategies to specific wealth management needs. The institution believes in building long-term relationships based on transparency and trust, providing financial guidance to pursue life goals on the client's terms. The team at Merrill Lynch Wealth Management Advisors focuses on getting to know clients personally to create a financial approach that reflects their personality and is built around their life priorities. The institution aims to help clients achieve their goals by staying on track and making necessary adjustments over time. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop an approach designed to address their financial needs.

Merrill Lynch Financial Advisor J. Randall Kemka, located at 1499 Post Road, Fairfield, Connecticut, United States, is part of The Kemka Group, dedicated to providing Wealth Management services to families going through an M&A event. With pillars of Competence, Integrity, Knowledge, and Experience, our team puts the client first, offering sound, objective counsel in the ever-changing financial environment. We focus on simplifying the lives of business owners, high net worth families, and corporate executives through confidential advice, guidance, and service. Our disciplined wealth management process, supported by Merrill Lynch Wealth Management and Bank of America resources, provides clients with tailored financial strategies and tax-efficient investment planning. With a prudent investment philosophy, ongoing research, and top-notch client service, we offer an extraordinary wealth management experience. Our team, supported by Merrill's global resources, builds strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™ and personalized plans, we help clients achieve their financial goals by adapting to changes in their lives and the financial markets. As Merrill Lynch Wealth Management Advisors, we offer customized investment approaches to address your needs and pursue your goals. With a dedicated one-on-one relationship, personalized investment strategies, and comprehensive financial solutions from Merrill and Bank of America, we are committed to helping you live your best financial life.

Merrill Lynch Financial Advisor Steven M Nussbaum is a finance institution located at 253 Post Road West, Westport, Connecticut, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch Wealth Management focus on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, they help you identify and prioritize your most important goals, whether it's wealth transfer, pursuing passions, or planning for the future. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. The advisors at Merrill Lynch work with you to develop a personalized plan to manage, grow, and preserve your wealth, while also considering the impact for years to come. They believe in helping you turn your goals into reality by focusing on potential solutions tailored to your needs. With tools like the Merrill Personal Wealth Analysis™, they can build a plan centered on your goals. The advisors understand that life and financial markets can change over time, so they regularly check in to discuss any adjustments needed to your financial approach. By getting to know you personally, the advisors can help create a financial approach that reflects your personality and priorities. With a dedicated Merrill advisor, you can receive personalized investment strategies and access to comprehensive financial solutions from Bank of America. The advisors at Merrill Lynch put you first, every day, helping you navigate the complexities of your financial life to pursue your goals.

Merrill Lynch Financial Advisor Peter Holmquist, located at 253 Post Road West in Westport, Connecticut, is dedicated to providing personalized financial services to help clients achieve their goals. With a team of experienced professionals and access to global resources, Peter focuses on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a home, or funding your child's education, Peter will work with you to create a customized investment approach tailored to your unique needs and priorities. By understanding what matters most to you, Peter can help you navigate the complexities of the financial markets and make informed decisions to help you reach your goals. With a focus on community involvement and a commitment to helping clients stay on track, Peter Holmquist is here to guide you on your financial journey.

Merrill Lynch Private Wealth Advisor Thomas E Vacheron, located at 1499 Post Road, Fairfield, Connecticut, offers personalized and sophisticated financial advice to clients with complex wealth management needs. The team prioritizes client relationships, working closely with business executives, entrepreneurs, and families with intergenerational wealth to address risks and opportunities that arise. The advisors at Merrill Private Wealth Management have received recognition for their exemplary client service from financial industry publications and Bank of America Corporation. With a goals-based wealth management approach, clients have access to services typically reserved for large institutions. The team collaborates with specialists to create customized financial strategies that align with clients' unique goals and priorities. Whether navigating executive compensation, business ownership, or generational wealth transfer, Merrill Private Wealth Management is dedicated to simplifying clients' financial lives and supporting their ongoing success.

Merrill Lynch Financial Advisor Christopher Morley is a trusted financial institution located at 1020 Boston Post Road in Darien, Connecticut, United States. Specializing in finance, they offer expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Christopher Morley and his team provide comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Christopher Morley is dedicated to helping you secure a stable financial future.

Merrill Lynch Financial Advisor Lindsey Ann Chiarelli is a trusted financial institution located at 1499 Post Road in Fairfield, Connecticut, United States. Specializing in finance, they offer expert advice and personalized services to help clients achieve their financial goals. With a focus on building long-term relationships, Lindsey Ann Chiarelli provides tailored solutions to meet each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Lindsey Ann Chiarelli is dedicated to helping you secure a stable financial future.

Merrill Lynch Financial Advisor Stephen M Raccuia, located at 1499 Post Road, Fairfield, Connecticut, United States, is a finance institution supported by the global resources of Merrill. The team is made up of talented and experienced individuals who prioritize building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to any changes over time. Through conversations, the advisor helps identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. By utilizing the Investment Personality Assessment, the team can customize a financial approach tailored to your preferences and goals. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop a financial plan designed to address your needs. The mission is to understand you and what matters most, creating a personalized plan to help you pursue your financial goals while managing risk. Through the Merrill Personal Wealth Analysis, the team can build and document a plan centered on your goals. Regular check-ins ensure your financial approach aligns with any changes in your life or the market. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors are dedicated to helping you achieve your goals.

Garett C. Ceraso - Wilmington Advisors @ M&T is a finance institution located at 1022 High Ridge Road in Stamford, Connecticut, United States. Specializing in financial advisory services, they provide personalized guidance and expertise to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Garett C. Ceraso - Wilmington Advisors @ M&T offers comprehensive financial solutions tailored to each individual's unique needs. Their team of experienced professionals is dedicated to providing top-notch service and building long-lasting relationships with their clients.

Merrill Edge is a finance institution located at 1070 High Ridge Road, Stamford, Connecticut, United States. They offer personalized advice and guidance to help individuals achieve their financial goals. At Merrill Edge, you can find a Merrill Financial Solutions Advisor in Stamford, CT to help you plan for what matters most to you. They provide information about products and services that may be of interest to you and strive to help you make informed investment decisions. Please note that investing in securities involves risks and there is always the potential of losing money. Merrill offers a range of brokerage, investment advisory, and other services to meet your financial needs. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of Bank of America Corporation. For more information, you can review their Client Relationship Summary.

At Merrill Lynch Financial Advisor Bryan M Fox, located at 301 Tresser Boulevard in Stamford, Connecticut, you will find a dedicated team committed to understanding your values and helping you achieve your financial goals. Through one-on-one conversations and personalized communication, they aim to get to know you and your family, and what you want to accomplish with your assets. Whether you are planning for retirement, saving for a home, funding education, or considering wealth transfer, the team is here to assist you every step of the way. With over 40 years of experience, The Fox Group at Merrill Lynch Wealth Management provides personalized wealth management advice and guidance tailored to high net-worth individuals and successful business owners. By focusing on your individual goals and priorities, they create customized investment strategies to help you achieve both financial and personal success.