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TOP 30 Bank of america in Freehold, NJ
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Merrill Lynch Financial Advisor Theresa Lo Monaco Boulos
Merrill Lynch Financial Advisor Theresa Lo Monaco Boulos, located at 4400 U.S. 9, Freehold, New Jersey, United States, offers wealth management services to high-net-worth families. Theresa, along with her team, Fields Boulos and Associates, focuses on retirement strategies, wealth management, asset preservation, and legacy planning. The group consists of multigenerational diverse wealth management professionals dedicated to helping affluent families nationwide achieve their financial goals. Theresa is the current chair of Global Wealth Investment Management Women's Exchange at Merrill, a network of about 7,000 employees focused on business development, mentorship, recruitment, and advocacy. She is passionate about supporting the careers of female employees at Merrill. The Merrill Personal Wealth Analysis™ helps build and document personalized financial plans centered on individual goals. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Financial advisors at Merrill focus on understanding clients' priorities, family, and goals, adapting their approach as needs change over time.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 4400 U.S. 9, Freehold, New Jersey, United States, is a leading finance institution that offers a wide range of wealth planning services. Their experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. The advisors at Merrill Lynch Wealth Management offer financial strategies based on years of combined knowledge and experience, going beyond traditional wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch's financial advisors are dedicated to client service and satisfaction, helping clients identify their personal and professional goals and creating financial strategies to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they operate. Clients of Merrill Lynch Wealth Management have access to industry-skilled advisors, investing insights, a disciplined wealth planning platform, and technological resources to help them pursue their financial and life goals.
Merrill Lynch Financial Advisor Patrick R Preston
Merrill Lynch Financial Advisor Patrick R Preston, located on South Street in Freehold, New Jersey, is a finance institution dedicated to building strong client relationships through teamwork and client involvement. The Preston Group, led by Ron Speirs and Patrick Preston, offers customized financial strategies for a diverse clientele, including corporate executives, physicians, business owners, retirees, and families. With a focus on personal preferences and client goals, the team emphasizes face-to-face discussions and tailored solutions that go beyond industry benchmarks. By utilizing the investment insights of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth for the long term. The institution offers personalized financial planning, investment strategies, and comprehensive financial solutions to help clients achieve their goals. With a commitment to client satisfaction and personalized service, Merrill Lynch Financial Advisor Patrick R Preston is dedicated to helping clients navigate the complexities of their financial lives and reach their financial aspirations.
Merrill Lynch Financial Advisor Robert M Mirsky
Merrill Lynch Financial Advisor Robert M Mirsky, located on South Street in Freehold, New Jersey, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by Forbes as "Best-in-State Wealth Advisors" from 2019 to 2023, Merrill Lynch offers personalized wealth management strategies tailored to your individual goals and financial needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, Robert Mirsky and his team are committed to building strong client relationships based on trust and personalized service. By participating in the communities they serve and offering the Merrill Personal Wealth Analysis™, they strive to help you achieve your financial goals through a customized approach. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Merrill Lynch Wealth Management Advisors are dedicated to helping you navigate the complexities of your financial life and achieve your aspirations. With a focus on understanding your priorities and providing tailored investment strategies, Robert Mirsky and his team are here to guide you on your financial journey and help you live your best financial life.
Merrill Lynch Financial Advisor Thomas Louis LaPorta
Merrill Lynch Financial Advisor Thomas Louis LaPorta is a finance institution located at 4400 U.S. 9, Freehold, New Jersey, United States. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, Thomas Louis LaPorta can help create a strategy as flexible as today's changing market conditions, and provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. The institution offers personalized wealth management strategies and believes in participating in the communities they serve through volunteering. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Thomas Louis LaPorta, a Wealth Management Client Associate - Resident Director Assistant, focuses on your family, goals, and priorities to create a customized financial approach. By using the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, they can develop a plan centered on your goals and preferences. The institution believes in helping you pursue your goals through personalized financial strategies, focusing on what matters most to you. With access to the global resources of Merrill and banking solutions from Bank of America, Thomas Louis LaPorta can work with you to develop an approach designed to address your financial needs. The institution offers a one-on-one relationship with a Merrill Lynch Wealth Management Advisor to help you navigate the complexities of your financial life and achieve your goals. Investing involves risk, and Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is recommended to consult with your legal and/or tax advisors before making any financial decisions.
Merrill Lynch Financial Advisor Kaylee Guerra
Merrill Lynch Financial Advisor Kaylee Guerra is a finance institution located on South Street in Freehold, New Jersey, United States. The Preston Group, led by Ron Speirs and Patrick Preston, is dedicated to building strong client relationships through teamwork and client involvement. They provide personalized financial advice and guidance, focusing on investment, retirement planning, liability management, and estate planning strategies. With a disciplined team approach, they cater to a diverse clientele including corporate executives, physicians, business owners, retirees, and families. The team values face-to-face discussions and takes client relationships very seriously, ensuring a high level of personal involvement and tactical execution. They believe in creating customized financial strategies based on individual preferences and goals, rather than industry benchmarks. By prioritizing client goals and aspirations, they aim to help clients manage, grow, and preserve their wealth for the long term. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop tailored approaches to address their financial needs. The team offers the Merrill Personal Wealth Analysis™ to build personalized plans centered on client goals. They believe that financial success can be achieved by making investment-related decisions that align with personally meaningful goals. With a focus on trust and personalized service, the team is committed to helping clients achieve their financial objectives. With a dedicated one-on-one relationship, clients can expect personalized investment strategies and comprehensive financial solutions. The team is dedicated to helping clients stay on track, regardless of market fluctuations or changes in their lives. By understanding what matters most to clients, they create financial approaches that reflect individual personalities and priorities. Through ongoing communication and adjustments, they work with clients to help them reach their goals and live their best financial life.
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