Chartered retirement planning counselor in Melville, New York

Merrill Lynch Financial Advisor Brian J Campbell, located at 300 Broadhollow Road in Melville, New York, offers a wide range of financial services to clients in the United States. With over 35 years of experience, Brian provides concierge service and guidance to a variety of clients including Endowments, Charitable organizations, Corporate Executives, Family Trusts and Individual Investors. Through a goals-based approach and access to specialists in various areas, Brian tailors investment strategies and risk management solutions to meet the unique needs of each client. Brian holds several FINRA registrations and designations, including Chartered Retirement Planning Counselor (CRPC) and Senior Portfolio Advisor. He is actively involved in various charitable organizations and brings a wealth of experience and expertise to his clients. With the support of the Bank of America Private Bank, Brian and his team provide specialized services in wealth structuring, estate planning, philanthropy, and investment management.

Merrill Lynch Financial Advisor Gary M Kogel, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to helping clients achieve their financial goals. The institution believes in starting every relationship with a conversation to understand the client's priorities. By listening to the client's needs and goals, the institution can customize a financial approach to help them pursue what matters most. Utilizing research in behavioral finance, Merrill Lynch offers an Investment Personality Assessment to help understand the client's investing preferences. This assessment allows the institution to develop a personalized financial approach tailored to the client's goals. With access to investment insights and banking solutions, Merrill Lynch works with clients to address their financial needs and help them manage, grow, and preserve their wealth.

Bank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States. Jing works closely with entrepreneurs, business owners, and executives, offering personalized financial advice in Mandarin and Cantonese. He leads a team of specialists in investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. With a focus on clarity and responsiveness, Jing helps clients make informed decisions about their financial lives and legacies. He is committed to each client's long-term best interests and provides guidance on dynamic market conditions and evolving family priorities. Jing is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Jing is involved in the Chinese American community in Queens. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals to create strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. The institution values innovation and provides disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information, visit the Bank of America website."