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TOP 30 Bank of america finance in New York, NY
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Merrill Lynch Financial Advisor Susan L Murphy
Merrill Lynch Financial Advisor Susan L Murphy is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients can trust in expert guidance to help achieve their financial goals. Offering a broad range of services including brokerage, investment advisory, and financial planning, Merrill Lynch is committed to providing personalized solutions tailored to each client's unique needs. While investing involves risk, the team at Merrill Lynch strives to help clients navigate the complexities of the financial world with sound advice and strategic planning. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., ensuring that clients receive comprehensive financial guidance. Whether you are seeking investment advice, insurance products, or wealth management services, Merrill Lynch Financial Advisor Susan L Murphy is dedicated to helping you secure a brighter financial future.
Merrill Lynch Financial Advisor Timothy Neilson
Merrill Lynch Financial Advisor Timothy Neilson, located at 2649 South Road, Poughkeepsie, New York, United States, is dedicated to helping clients achieve their financial goals through personalized investment strategies. Timothy Neilson takes the time to understand each client's unique needs, family situation, and priorities to create a tailored financial plan. With a focus on building strong client relationships based on trust and personalized service, Timothy and his team at Merrill Lynch Wealth Management provide access to global resources and expertise to help clients navigate the complexities of the financial markets. By offering comprehensive financial solutions from Bank of America and utilizing the Merrill Personal Wealth Analysis™, clients can work towards achieving their long-term financial objectives while managing investment risk. With a commitment to community involvement and a deep understanding of behavioral finance, Timothy Neilson strives to help clients pursue what matters most to them, whether it's planning for retirement, saving for education, or managing wealth for future generations. As a registered financial advisor in multiple states, Timothy Neilson is dedicated to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life.
Merrill Lynch Financial Advisor Craig P Irwin
Merrill Lynch Financial Advisor Craig P Irwin is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. The institution focuses on understanding your life priorities to create a personalized financial plan tailored to you, your family, and your goals. They believe in building strong client relationships based on trust and personalized service, with a team of experienced individuals committed to helping you achieve your financial goals. By utilizing the global resources of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. They offer services such as the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals, as well as ongoing reviews to ensure you stay on track. Your financial success is their priority, and they are dedicated to helping you achieve your goals through a personalized and comprehensive approach.
Merrill Lynch Financial Advisor George F. Decker Jr.
Merrill Lynch Financial Advisor George F. Decker Jr. is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. George F. Decker Jr. can assist in creating a flexible strategy tailored to your specific needs, with access to investment insights from Merrill and banking solutions from Bank of America. As a Merrill Lynch Wealth Management advisor, George F. Decker Jr. is dedicated to helping you achieve your financial goals through personalized wealth management strategies. With a commitment to community involvement, George F. Decker Jr. volunteers with local organizations to give back to the community. By conducting a Merrill Personal Wealth Analysis™, a personalized financial plan can be developed centered on your goals and aspirations. Your financial advisor at Merrill Lynch Wealth Management focuses on what matters most to you - your family, goals, and priorities, adjusting strategies as your needs evolve over time.
Merrill Lynch Financial Advisor Brendan Kaylor
Merrill Lynch Financial Advisor Brendan Kaylor, located at 75 Rockefeller Plaza in New York, New York, United States, offers personalized financial strategies for high net worth individuals and families. Brendan and his team of investment industry professionals work closely with clients to tailor investment management strategies aimed at managing, preserving, and distributing wealth. Brendan, an alumnus of Marist College and Mercy College, holds an MBA in Finance & Managerial Analytics. He is dedicated to understanding each client's goals and priorities, and works to create customized plans to help them achieve financial success. With a focus on community involvement and volunteer work, Brendan follows the Merrill tradition of building strong relationships with the communities they serve. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, Brendan aims to provide clients with insights and resources to help them reach their financial goals. Whether planning for retirement, saving for education, or passing wealth to future generations, Brendan works with clients to develop strategies that align with their aspirations and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Brendan helps clients navigate financial complexities and pursue their objectives. By staying in touch with clients, reviewing goals, and making necessary adjustments, Brendan ensures that their financial approach remains aligned with their evolving needs and market conditions. As a Merrill Lynch Wealth Management Advisor, Brendan is committed to putting clients first, offering personalized investment strategies and comprehensive financial solutions to help them live their best financial life.
Merrill Lynch Financial Advisor Michael T Rooney
Merrill Lynch Financial Advisor Michael T Rooney is a prestigious finance institution located at 6965 Yellowstone Boulevard, New York, United States. This institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. The team is comprised of talented and experienced individuals supported by the global resources of Merrill. The institution focuses on assisting families, individuals, and business owners in developing long-term financial strategies. They emphasize a hands-on approach to financial guidance and strive to provide an exemplary level of service and advice to all clients. The team believes in a long-term approach to investing based on each client's specific financial needs, goals, and risk tolerance. They work with clients to develop personalized plans to help manage, grow, and preserve their wealth. By getting to know each client personally, the team at Merrill Lynch can customize financial approaches to help clients pursue their goals and address fluctuations in the market. The institution offers a range of services including personalized investment strategies and comprehensive financial solutions. With a focus on putting the client first, Merrill Lynch Financial Advisor Michael T Rooney is dedicated to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Robert T Steck
Merrill Lynch Financial Advisor Robert T Steck is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. The institution specializes in managing wealth by creating flexible strategies tailored to individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, the team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Robert Steck and his team believe in understanding each client's unique financial situation and goals to create personalized wealth management strategies. The Merrill Personal Wealth Analysis™ helps to build a personalized plan centered on individual goals and aspirations. By utilizing the Investment Personality Assessment, they can gain a deeper understanding of each investor's preferences and customize financial approaches accordingly.
Merrill Lynch Financial Advisor Palavi J Malik
Merrill Lynch Financial Advisor Palavi J Malik is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. The institution specializes in providing personalized financial planning services through Merrill Personal Wealth Analysis™. By focusing on your goals and priorities, the financial advisor helps you navigate through life's changes and create a customized plan to achieve your aspirations. Through in-depth conversations and the Investment Personality Assessment, the institution aims to understand your unique financial preferences and goals. By staying informed about your life changes, the institution can adapt your financial approach to reflect your evolving needs and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the financial advisor works with you to develop a comprehensive approach to address your financial needs.
Merrill Lynch Financial Advisor Esther Luk
Merrill Lynch Financial Advisor Esther Luk is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. Esther Luk follows the deep-seated Merrill tradition of community involvement and volunteering. With Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be built and documented. As a financial advisor at Merrill Lynch Wealth Management, Esther focuses on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, Esther helps you identify and prioritize the goals that matter most to you, whether it's planning for retirement, buying a home, or funding education. Through the Investment Personality Assessment, Esther gains a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. The institution offers tools to track changes in your life and goals, ensuring your financial approach reflects these adjustments. Esther's mission is to understand what matters most to you and help you design and implement a personalized plan to achieve your financial goals while managing risk. Regular check-ins and adjustments to your financial approach help you stay on track to reach your goals. As a Merrill Lynch Wealth Management Advisor, Esther works with you to build a customized investment approach that addresses your needs and goals. With personalized investment strategies from Merrill and comprehensive financial solutions from Bank of America, Esther can help you achieve your financial goals.
Merrill Lynch Financial Advisor Richard R OConnor
Merrill Lynch Financial Advisor Richard R O'Connor is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. They specialize in managing wealth through personalized strategies that adapt to changing market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, they work to help clients pursue their financial goals through personalized wealth management strategies. Their approach begins with a conversation to understand the client's priorities, goals, and aspirations. By utilizing the Merrill Personal Wealth Analysis™, they can create a personalized plan centered on the client's goals. Their Investment Personality Assessment helps tailor the financial approach to the individual's preferences, ensuring that the strategy aligns with what matters most to the client.
Merrill Lynch Financial Advisor Ola Jose
Merrill Lynch Financial Advisor Ola Jose is a reputable institution located at 1325 Franklin Avenue, Garden City, New York, United States. Specializing in finance, Ola Jose is accessible, knowledgeable, and experienced, dedicated to building and maintaining strong relationships with clients. With a passion for helping individuals and families make important financial decisions, Ola Jose offers personalized wealth management strategies tailored to each client's unique goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Ola Jose helps clients create flexible strategies to navigate changing market conditions. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Ola Jose gains a deep understanding of each client's financial situation, goals, and preferences to develop customized plans for their future.
Merrill Lynch Financial Advisor Richard C. Davalos
Merrill Lynch Financial Advisor Richard C. Davalos is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and territories, clients are guided towards achieving their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution emphasizes the importance of risk management in investments. While offering a broad range of brokerage, investment advisory, and financial planning services, Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Additionally, Merrill Lynch is affiliated with Bank of America Corporation, offering insurance and annuity products through Merrill Lynch Life Agency Inc. and trust and fiduciary services through Bank of America Private Bank. The institution also provides banking products through Bank of America, N.A. and affiliated banks. With various certifications and affiliations, Merrill Lynch Financial Advisor Richard C. Davalos aims to provide clients with personalized financial solutions tailored to their needs.
Merrill Lynch Financial Advisor Ashley M May
Merrill Lynch Financial Advisor Ashley M May is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America. The May Malfettone Gold Biblo Group is committed to helping clients work through financial issues and identify opportunities. They believe in transparent communication and establishing realistic expectations while reviewing risks and potential rewards with clients. The institution focuses on personalized wealth management strategies tailored to individual goals and priorities. They provide access to investment insights and banking solutions to help clients address their financial needs. The advisors at Merrill Lynch aim to understand each client's unique goals and priorities, offering customized financial approaches to help pursue what matters most to them. With tools to track changes in clients' lives and goals, the institution is dedicated to providing informed financial guidance to help clients reach their goals. Through a deep understanding of clients' investment preferences and priorities, the institution aims to create a financial approach that aligns with their aspirations. Merrill Lynch goes beyond traditional advisory roles to provide clients with investing insights and banking capabilities to make informed decisions in pursuit of their financial goals.
Merrill Lynch Financial Advisor Jaime Wright
Merrill Lynch Financial Advisor Jaime Wright is a renowned institution located at 75 Rockefeller Plaza in New York, United States. With over 20 years of industry experience, Jaime brings a wealth of knowledge and expertise to Merrill Lynch Wealth Management. Specializing in serving the needs of family-owned businesses, senior executives, entertainers, and select professionals, Jaime has built a reputation for delivering personalized financial advice and guidance. As a graduate of Bernard M Baruch College with an accounting concentration and a former CPA at Deloitte Haskins & Sells, Jaime has a strong foundation in finance and investment strategies. He is dedicated to helping clients achieve their financial goals and aspirations through tailored investment solutions.
Merrill Lynch Financial Advisor Joseph S. Grieco
Merrill Lynch Financial Advisor Joseph S. Grieco is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Joseph has been in the financial service industry since 2000 and joined Merrill Lynch Wealth Management in 2010. He specializes in simplifying the lives of high net worth individuals and their families by providing customized wealth strategies to meet all of their financial needs. Joseph's approach to wealth management is consultative, objective, and focused on excellence. He takes the time to listen and understand each client's specific financial situation, preferences, and needs. Joseph coordinates with accountants and attorneys to ensure that all objectives are being met. He offers a wide range of services including investments, life insurance, trust and estate planning, and banking services from Bank of America. Joseph provides personalized service to a select group of clients and helps elderly clients organize their financial life and develop tax-efficient wealth transfer strategies. He is committed to attention to detail and outstanding customer service. Visit The Grieco Group website for more information. Joseph believes in building a personalized financial plan centered on your goals and what you want to achieve. His team is dedicated to building strong client relationships based on trust and personalized service. Get the latest investment insights, tips, and strategies from Merrill Lynch Wealth Management.
Merrill Edge
Merrill Edge is a finance institution located at 101 Walt Whitman Road in Huntington Station, New York, United States. They offer online investing, trading, brokerage, and financial advice services. Clients can get started with Merrill Guided Investing and pay $0 in program fees for the first 6 months. The institution provides a broad range of brokerage and investment advisory services, including financial planning. They also offer banking products through Bank of America, N.A. and affiliated banks. Merrill Edge emphasizes the importance of understanding the risks involved in investing in securities, and provides detailed information on fees, returns, and expenses to help clients make informed decisions. Additionally, they offer insurance services through Merrill Lynch Life Agency Inc., a wholly owned subsidiary of BofA Corp.
Merrill Lynch Financial Advisor Tiffany S Diaz
Merrill Lynch Financial Advisor Tiffany S Diaz is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. Tiffany S Diaz has extensive experience in helping executives manage concentrated stock positions, navigate important transition events like retirement or inheritance, and provide access to Bank of America Private Bank trust and estate planning services. The institution offers personalized financial planning services, focusing on your goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. As your needs change, they are committed to adjusting your financial plan accordingly. By working closely with you and understanding your aspirations, they can help you manage, grow, and preserve your wealth. The institution emphasizes the importance of staying on track to achieve your financial goals, regardless of market fluctuations. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help address your financial needs effectively. Tiffany Diaz is registered to do business in several states and offers personalized investment strategies tailored to your unique needs. Investing involves risks, and it's essential to consult legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Tiffany S Diaz is committed to helping you live your best financial life and achieve your goals.
Merrill Lynch Financial Advisor Adam G Wood
Merrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
Merrill Lynch Financial Advisor Kim M Pino
Merrill Lynch Financial Advisor Kim M Pino is a reputable finance institution located at 50 New York 111, Village of the Branch, New York, United States. Kim has over 25 years of industry experience and joined Merrill Lynch Wealth Management in 2016. With a background as a Global Institutional Equity Sales Trader, Kim is dedicated to providing clients with the tools and strategies necessary to meet their short and long term financial goals. Specializing in preservation of wealth, retirement planning, and education funding, Kim offers personalized advice and guidance tailored to individual and corporate needs. Kim holds various FINRA registrations and Life and Health Insurance licensing. By prioritizing client relationships and focusing on goals that matter most, Kim aims to help clients achieve financial success through a personalized approach. With access to Merrill's investment insights and banking solutions from Bank of America, Kim works closely with clients to develop strategies to address their financial needs. Whether it's planning for retirement, saving for a home, or passing wealth to future generations, Kim is committed to helping clients navigate their financial journey. By staying informed about changes in clients' lives and revisiting financial approaches, Kim ensures that clients stay on track to reach their goals. With a dedication to understanding clients on a personal level, Kim creates financial plans that reflect individual priorities and help address market fluctuations. As a Merrill Lynch Wealth Management Advisor, Kim provides customized investment approaches to help clients pursue their financial goals and navigate the complexities of their financial lives. With a focus on personalized strategies and comprehensive financial solutions, Kim is dedicated to putting clients first and helping them achieve their financial aspirations.
Merrill Lynch Financial Advisor Gregg A Marano
Merrill Lynch Financial Advisor Gregg A Marano is a finance institution located at 50 New York 111, Smithtown, New York, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. They offer personalized one-on-one conversations to get to know you and your family's needs, focusing on both your current life goals and planning for your legacy. Gregg Marano, a Senior Vice President and Financial Advisor at Merrill Lynch, has a wealth of experience and certifications in the financial industry. He has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in 2023. With a background in portfolio construction, retirement planning, and business transition, Gregg and his team use Merrill's global resources to provide strategic recommendations tailored to high net-worth clients and business owners.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 50 New York 111, Smithtown, New York, United States, is a finance institution that offers personalized financial strategies for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can 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 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, contributing to fundraising activities and non-profit organizations.
Merrill Lynch Financial Advisor Michael E Alviar
Merrill Lynch Financial Advisor Michael E Alviar is a finance institution located at 114 West 47th Street, New York, New York, United States. Michael Alviar is dedicated to building and maintaining strong relationships with clients, offering personalized wealth management strategies tailored to individual goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael and his team provide comprehensive financial solutions to help clients pursue their financial goals. They focus on understanding clients' aspirations, helping them manage investment risk, and staying on track to achieve what matters most. Whether planning for retirement, saving for a home, or funding a child's education, Michael is committed to helping clients navigate the complexities of their financial lives. By getting to know clients personally and offering personalized investment strategies, Michael aims to help clients live their best financial life. With certifications such as Chartered Retirement Planning Counselor™, Michael is registered to do business in multiple states and is dedicated to providing clients with the guidance and support they need to make informed financial decisions.
Merrill Lynch Financial Advisor Alex Zamoyski
Merrill Lynch Financial Advisor Alex Zamoyski, located at 200 Park Avenue, New York, offers personalized financial planning services tailored to your goals and priorities. With a background in both Political Science and Finance, Alex brings a unique perspective to wealth management. He believes in building a strong relationship with each client, starting with a conversation to understand their aspirations and concerns. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Alex can create a customized approach to help you achieve your financial goals. Whether you are planning for retirement, saving for a major purchase, or considering wealth transfer, Alex will work with you to develop a comprehensive plan that addresses your needs. With access to the resources of Merrill and Bank of America, he can offer investment strategies and banking solutions to help you navigate the complexities of the financial markets.
Merrill Lynch Financial Advisor Justin Mark Pierce
Merrill Lynch Financial Advisor Justin Mark Pierce, located at 75 Rockefeller Plaza in New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Justin follows a disciplined process that begins with getting to know you, your family, and your financial situation to understand your goals. With a CEPA designation, Justin is committed to delivering excellent service and helping you pursue your financial goals while managing investment risk. By focusing on potential solutions tailored to your needs, Justin aims to turn your financial goals into reality. Through conversations and personalized plans, Justin helps you manage, grow, and preserve your wealth today and for the future. With access to Merrill's investment insights and Bank of America's banking solutions, Justin works with you to address your financial needs and provide guidance on wealth management. The institution offers tools to help you track changes in your life and goals, ensuring that your financial approach remains aligned with your aspirations. By connecting your life and finances, a Merrill advisor can provide you with the insights and capabilities needed to make informed decisions as you pursue your goals.
Merrill Lynch Financial Advisor Anna Ryan
Merrill Lynch Financial Advisor Anna Ryan, located at 75 Rockefeller Plaza in New York, offers personalized financial planning services to help clients achieve their goals. With a background in economics and extensive experience in finance, Anna is dedicated to understanding each client's unique circumstances and priorities. She works closely with clients to develop wealth management plans tailored to their needs, helping them navigate investment decisions and manage risk. Anna's commitment to philanthropy is reflected in her involvement with various non-profit organizations. By combining the investment insights of Merrill Lynch with banking solutions from Bank of America, Anna provides a comprehensive approach to financial planning. Whether clients are planning for retirement, saving for a major purchase, or funding education, Anna's goal is to help them achieve financial success. With a focus on building long-term relationships, Anna ensures that clients' financial approaches evolve with their changing needs and goals. As a CERTIFIED FINANCIAL PLANNER™ Professional, Anna is dedicated to helping clients reach their full financial potential. Contact Merrill Lynch Financial Advisor Anna Ryan to start planning for your financial future today.
Merrill Lynch Financial Advisor Hugh M Graham
Merrill Lynch Financial Advisor Hugh M Graham is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. They specialize in delivering customized financial strategies on a global scale, with the warmth and care of an extended family. The Craane Group, a multi-cultural, multi-generational, family-oriented wealth management team, works primarily with High Net Worth Clients, Business Owners, Pensions, Insurance Companies, Foundations, and Endowments. Supported by talented specialists, they provide personalized service and assistance to institutional investors, focusing on addressing their investing and wealth management needs. As a Bank of America Global Institutional Consultant, Hugh Graham is among a select group of highly qualified consultants who can provide in-depth knowledge and customized service to navigate today's financial landscape. With a commitment to teamwork, personalized service, and customized strategies, the Craane Group aims to enhance the financial lives of their clients and help institutions fulfill their goals and missions.
Merrill Lynch Financial Advisor Thomas R DeSanctis
Merrill Lynch Financial Advisor Thomas R DeSanctis is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. With a focus on managing your wealth through a personalized approach, they offer access to investment insights from Merrill and banking solutions from Bank of America. Their services include personalized wealth management strategies, community involvement, and a personalized financial plan through Merrill Personal Wealth Analysis™. By understanding your goals and priorities, they help you pursue financial success through tailored investment strategies. With a strong emphasis on building relationships, they prioritize getting to know you and your family to create a financial approach that aligns with your life priorities. They offer ongoing support to help you stay on track and adjust your approach as your goals evolve. With a dedicated team of advisors, they provide personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals.
Merrill Lynch Financial Advisor Ken Schneider
Merrill Lynch Financial Advisor Ken Schneider is located at 114 West 47th Street in New York, United States. Ken provides wealth management advice and guidance to affluent individuals and their families, creating tailored investment management strategies to help clients reach their financial goals. With over two decades of experience in the public finance industry, Ken offers expertise in structuring and pricing tax-exempt and taxable municipal bond issues. Ken holds a BA in Economics from the University of California, Berkeley and an MBA from the Columbia Business School. He is actively involved in his community, serving on the board of his town's Little League and organizing charity fund-raising events. Ken is licensed in Life, Accident, and Health insurance, and holds FINRA registrations Series 7, 63, and 65.
Merrill Lynch Financial Advisor Max Myers
losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Wealth management, as the name suggests, involves managing your wealth in a way that can help you achieve your financial goals. This can involve a variety of services, including investment management, financial planning, retirement planning, estate planning, tax planning, and more. Merrill Lynch Financial Advisor Max Myers, located at 75 Rockefeller Plaza in New York, offers personalized wealth management services to affluent clients. Max takes a Goals-Based Wealth Management approach, focusing on understanding each client's risk tolerance and life objectives to help them achieve their short, medium, and long-term financial goals. With a background in finance and management, Max has years of experience managing relationships with high-net-worth individuals and institutions.
Merrill Lynch Financial Advisor Daniel G Kiashek
Merrill Lynch Financial Advisor Daniel G Kiashek is a finance institution located at 225 Liberty Street, New York, New York, United States. They offer the investment insights of Merrill® along with access to the banking convenience and lending solutions of Bank of America. Daniel G. Kiashek, Senior Financial Advisor, has a wealth of experience advising Ultra High Net Worth clients since 2011. He is dedicated to helping clients explore financial possibilities in today's changing markets. Daniel holds a B.A. in Automotive Design from Coventry University and an M.B.A. from NYU’s Leonard N. Stern School of Business. He is passionate about supporting the LGBTQ Community and its Allies. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on clients' goals and priorities. The institution focuses on understanding clients' changing needs over time and offers tools to help track these changes in their financial approach. Daniel Kiashek is registered to do business in multiple states and provides personalized investment strategies tailored to each client's unique needs and financial situation.
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