The 30 Best Client goals and priorities in New City, New York

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Merrill Lynch Financial Advisor Jon E Barovick, located at 1 Bryant Park, New York, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jon Barovick can help you manage, grow, and preserve your wealth. By participating in the community and volunteering with local organizations, Jon Barovick demonstrates a commitment to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Jon Barovick aims to understand your goals, priorities, and investing preferences to create a customized financial approach that reflects your unique needs. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Jon Barovick will work with you to develop a plan to help you achieve your financial aspirations. With a focus on ongoing communication and adjustments to your financial approach as needed, Jon Barovick is dedicated to helping you stay on track to reach your goals. Contact Jon Barovick today to start building a personalized investment strategy that aligns with your life priorities.

Merrill Lynch Financial Advisor Mynoon F Doro, located at 75 Rockefeller Plaza in New York, offers personalized wealth management strategies tailored to your goals and priorities. Recognized by Forbes for their exemplary client service, Mynoon and their team focus on understanding your financial situation and what matters most to you. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help you pursue your financial goals through a customized approach. Whether you're planning for retirement, saving for a home, or funding a child's education, Mynoon believes in creating a plan that reflects your unique needs and adapts to changes in your life and the market. As a Chartered Retirement Planning Counselor™, Mynoon is dedicated to helping you achieve your financial aspirations and navigate the complexities of investing. Contact Merrill Lynch Financial Advisor Mynoon F Doro to start building a personalized plan to help you live your best financial life.

Merrill Lynch Financial Advisor Han K Wang, located at 200 Park Avenue, New York, New York, United States, is a finance institution that follows the deep-seated Merrill tradition of community service. Han K Wang volunteers with organizations in the community and offers Merrill Personal Wealth Analysis™ to build personalized financial plans centered on clients' goals. As a Merrill Lynch Wealth Management advisor, Han K Wang focuses on clients' families, goals, and priorities, adapting to their changing needs over time. By starting with a conversation, Han K Wang helps clients identify and prioritize their most important goals, whether it's retirement planning, saving for a home, or funding education. Utilizing the Investment Personality Assessment, Han K Wang gains a deeper understanding of clients' investing preferences to customize financial approaches. With access to Merrill's investment insights and Bank of America's banking solutions, Han K Wang helps clients manage, grow, and preserve their wealth for the future. The mission is to understand clients' needs and aspirations, designing personalized plans to help them achieve their financial goals. Regular check-ins and adjustments ensure clients stay on track towards their objectives. With a focus on personalized service and tailored financial approaches, Han K Wang helps clients navigate the complexities of their financial lives to pursue their goals effectively.

Merrill Lynch Financial Advisor Grant O Aidner is a finance institution located at 225 Liberty Street, New York, New York, United States. Grant O Aidner, Wealth Management Advisor, First Vice President, has been in the financial services industry since 2003. The institution focuses on delivering a comprehensive approach to managing wealth, tailored to individual needs. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on goals and aspirations. The institution believes in starting every relationship with a conversation to understand clients' goals and priorities. Merrill offers tools to help clients keep track of changes in their lives and adjust their financial approach accordingly. The institution's advisors are dedicated to helping clients understand investing and navigate the financial markets. They work with clients to develop customized investment approaches that address their needs and goals. Merrill Lynch Wealth Management Advisors provide personalized investment strategies and access to comprehensive financial solutions from Bank of America. Grant Aidner is registered to do business in multiple states and holds certifications such as CFP® and CPWA®. The institution emphasizes the importance of understanding the risks involved in investing and encourages clients to consult legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Grant O Aidner is committed to helping clients achieve their financial goals through personalized, tailored strategies.

Merrill Lynch Financial Advisor James Mengouchian, located at Rockefeller Plaza in New York, New York, is dedicated to building and maintaining strong relationships with clients. With a team of experienced investment professionals, James Mengouchian offers personalized wealth plans and banking solutions from Bank of America. With a focus on understanding your goals and priorities, James Mengouchian helps clients make important financial decisions, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment, James Mengouchian can customize a financial approach that aligns with your preferences and goals. With a commitment to helping you achieve your financial aspirations, James Mengouchian works to design and implement personalized plans that manage risk and turn goals into reality. Whether discussing changes in your life or revisiting your financial approach, James Mengouchian is dedicated to helping you stay on track to reach your financial goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors like James Mengouchian prioritize your needs and goals to help you live your best financial life.

Merrill Lynch Financial Advisor Eric Raphael is a finance institution located at 75 Rockefeller Plaza in New York, United States. With a focus on experience, service, and a commitment to clients, Eric Raphael works with a diverse range of clients, from corporate executives to multi-generational families. By consulting with family members, attorneys, accountants, and other trusted advisors, Eric Raphael and his team prioritize goals and develop comprehensive investment plans to support long term success. With access to global investment insights from Merrill Lynch Wealth Management and banking services from Bank of America, clients can benefit from a holistic approach to their financial needs. Personalized plans are created through Merrill Personal Wealth Analysis™, centered on individual goals and aspirations. As a Merrill Lynch Wealth Management Advisor, Eric Raphael takes a personalized approach to financial planning, focusing on the evolving needs and priorities of each client. By building strong relationships and understanding the unique circumstances of each client, Eric Raphael helps individuals and families navigate the complexities of their financial lives. With a commitment to delivering premier service and experienced investment guidance, Eric Raphael aims to help clients achieve their financial goals and address market fluctuations. Whether planning for retirement, buying a home, or funding education, Eric Raphael provides tailored financial strategies to align with personal objectives. Through ongoing communication and regular reviews, Eric Raphael ensures that clients stay on track towards reaching their goals. As a registered financial advisor in multiple states, Eric Raphael offers expertise in investment management and financial planning. With a team of dedicated professionals and access to comprehensive financial solutions, clients can benefit from a tailored approach to wealth management. From investment insights to personalized strategies, Eric Raphael and his team provide the guidance and support needed to help clients live their best financial lives.

Merrill Lynch Financial Advisor Steve Shuo Wang is a finance institution located at 225 Liberty Street, New York, United States. They specialize in managing wealth with a personalized approach tailored to each client's unique financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, they offer a comprehensive range of services to help clients achieve their financial aspirations. Their team of advisors are dedicated to understanding each client's individual needs and providing personalized strategies to help them navigate the complexities of the financial market. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Merrill Lynch Financial Advisor Steve Shuo Wang is committed to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Jason E Logan is a finance institution located at 114 West 47th Street in New York, New York, United States. They specialize in managing wealth by creating personalized strategies tailored to each client's unique financial situation and goals. By offering access to the investment insights of Merrill and the banking solutions of Bank of America, they aim to help clients pursue their financial objectives through customized wealth management strategies. The institution follows the Merrill tradition of community involvement and volunteering, demonstrating a commitment to serving the local area. With the Merrill Personal Wealth Analysis™, clients can build a personalized plan focused on their aspirations and priorities. Financial success is achieved through understanding clients' investing preferences and goals, and designing a plan to help manage, grow, and preserve their wealth. The institution offers comprehensive financial solutions, personalized investment strategies, and guidance to help clients navigate the complexities of their financial lives. With a focus on building one-on-one relationships, Merrill Lynch Financial Advisor Jason E Logan is dedicated to helping clients achieve their financial goals and stay on track, regardless of market conditions.

Merrill Lynch Financial Advisor Genie Zeigler is located at 75 Rockefeller Plaza, New York, New York, United States. Genie is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management with over twenty years of experience providing wealth management and investment advisory services to affluent families, corporate executives, non-profit organizations, and high-net-worth individuals. She specializes in investments, retirement planning, estate planning, asset preservation, risk management, trusts, and portfolio construction. Genie's wealth management philosophy focuses on creating customized financial strategies to help clients navigate market uncertainties and reach their long-term financial goals. She has received numerous awards in the financial services industry and has been recognized as one of the top Women Wealth Management Advisors by Barron's Top Women Financial Advisor conference.

or solicitation for the purchase or sale of any security or investment strategy. Clients should consult their financial advisor for individualized advice tailored to their specific situation. Abraham G Cohen at Merrill Lynch is dedicated to providing personalized wealth management strategies to help clients pursue their financial goals. With access to the resources of Merrill and Bank of America, clients can benefit from a comprehensive approach to managing their wealth. Through a deep understanding of each client's unique financial picture, Abraham Cohen works to create flexible strategies that adapt to changing market conditions. By focusing on what matters most to each client and building strong relationships based on trust and personalized service, Abraham Cohen helps clients navigate the complexities of their financial lives and make informed decisions. With a commitment to understanding clients' goals and priorities, Abraham Cohen strives to help clients achieve their financial aspirations and secure their financial future.

Merrill Lynch Financial Advisor David T Gingerella, located at 225 Liberty Street in New York, is a prestigious institution known for providing exemplary client service. David Gingerella has been recognized by Forbes for his exceptional work as a financial advisor, setting the standard for wealth management. With a focus on connecting all aspects of clients' financial lives, David helps individuals, families, and businesses prioritize and pursue their goals. As a Merrill advisor, David combines personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America. With a background in accounting and private equity, David is well-equipped to provide expert financial advice. He is dedicated to participating in the community and volunteering with organizations. The Merrill team, supported by global resources, is committed to building strong client relationships based on trust and personalized service. By listening to clients' goals and priorities, David can offer wealth management strategies tailored to their needs. Whether planning for retirement, funding education, or investing in sustainable solutions, Merrill Lynch Financial Advisor David T Gingerella is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Daniel R Ellison is a finance institution located at 114 West 47th Street in New York, New York, United States. The institution focuses on managing your wealth by creating personalized strategies tailored to your financial goals. They offer access to investment insights from Merrill and banking solutions from Bank of America. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. By using the Merrill Personal Wealth Analysis™, they can develop a plan centered on your goals and priorities. With a focus on understanding your needs and aspirations, they can help you pursue your financial goals through a customized approach. The institution offers tools to help you keep track of changes in your life and financial situation, ensuring your financial approach is always aligned with your goals. The advisors at Merrill Lynch believe in putting you first and working together to achieve your financial aspirations. They offer personalized investment strategies and comprehensive financial solutions to help you navigate the complexities of your financial life. The institution is committed to providing the latest investment insights, tips, and strategies to help you live your best financial life. Daniel Ellison, a registered financial advisor with Merrill Lynch, is available to do business in multiple states and is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Drew Grayson Osborne is a finance institution located at 225 Liberty Street, New York, New York, United States. Drew Grayson Osborne specializes in managing wealth through personalized strategies tailored to each client's unique financial goals. By combining the investment insights of Merrill with the banking solutions of Bank of America, Drew Grayson Osborne can help clients navigate changing market conditions and pursue their financial aspirations. Drew Grayson Osborne believes in building strong client relationships based on trust and personalized service. With a team of experienced professionals, Drew Grayson Osborne offers a comprehensive approach to wealth management, focusing on family, goals, and priorities. By listening to clients and understanding their financial needs, Drew Grayson Osborne helps design and implement personalized plans to help clients achieve their long-term financial objectives.

Merrill Lynch Financial Advisor Amelia E Prounis is a highly experienced Senior Vice President and Senior Financial Advisor at the Fifth Avenue Financial Center complex in New York City. With a strong educational background and over 30 years of experience in wealth management, Ms. Prounis specializes in portfolio management for high net worth individuals both domestically and internationally. She also provides advisory services to small to mid-sized business organizations, including pension funds, endowments, 401K plans, and private foundations. Her areas of expertise include wealth management planning, residential lending, insurance, and estate planning. Ms. Prounis is actively involved in the community, serving on the board of the Grosvenor Neighborhood House in Harlem and participating in fundraising committees for various cultural and educational institutions in New York City. She is dedicated to helping her clients achieve their financial goals through long-term strategies, asset allocation modeling, and personalized investment management.

Merrill Lynch Financial Advisor Judith Miara, located at 200 Park Avenue in New York, offers comprehensive wealth management services with a personalized approach. With over 25 years of experience in banking and finance, Judith specializes in providing investment guidance for individuals, families, and businesses. She is a Certified Exit Planning (CEPA) professional, helping business owners navigate ownership transitions and accelerate value growth. Judith's approach to wealth management begins with understanding her clients' financial situations, goals, and priorities. By creating a customized plan that is flexible and adaptable to changing market conditions, she helps clients pursue their financial objectives. She is committed to building long-term relationships with her clients, offering access to Merrill's investment insights and Bank of America's banking services.

The Merrill Lynch Financial Advisor Mariana Ng Meyerson is located at 200 Park Avenue in New York, United States. Mariana Ng Meyerson is a Senior Financial Advisor who is fluent in Mandarin & Cantonese Chinese and English. With over 20 years of experience in the financial services industry, Mariana works closely with individuals, retirees, corporate executives, professionals, business owners, non-profit institutions, and ultra-high net worth families to develop customized financial strategies tailored to their goals and priorities. Mariana specializes in helping clients manage concentrated stock positions, navigate important life transitions such as retirement or inheritance, and provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. She works collaboratively with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy planning.

Merrill Lynch Financial Advisor Caroline M Ross, located at 200 Park Avenue in New York, United States, is dedicated to providing personalized financial planning services tailored to your specific goals and priorities. With a focus on community involvement and volunteer work, Caroline Ross follows the Merrill tradition of building relationships with clients based on trust and understanding. Through the Merrill Personal Wealth Analysis™ process, Caroline can help you create a customized financial plan that aligns with your aspirations and evolves as your life changes. By listening to your needs and preferences, she can assist you in managing your wealth, pursuing your passions, and preparing for future milestones such as retirement, education expenses, or wealth transfer.

Merrill Lynch Financial Advisor Taylor A Hanex is located at 75 Rockefeller Plaza in New York, United States. Taylor Hanex is a highly acclaimed financial advisor who has been recognized by Forbes for her outstanding client service and wealth management expertise. With a background in banking and a strong educational foundation, Taylor is dedicated to designing and implementing customized wealth management plans for her clients, taking into account their priorities, goals, and risk tolerance. Taylor holds prestigious designations such as the Chartered Retirement Planning Counselor (CRPC) and is an active member of professional organizations such as the Financial Women's Association and the Economic Club of New York. At Merrill Lynch, Taylor and her team are committed to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to create personalized financial plans centered on clients' goals and aspirations. By staying abreast of changes in clients' financial situations and the economic environment, Taylor ensures that her clients receive the guidance and support they need to achieve their financial objectives.

Merrill Lynch Financial Advisor Mark G Johnson is a finance institution located at 200 Park Avenue, New York, New York, United States. Mark Johnson is accessible, knowledgeable, and experienced, dedicated to building and maintaining strong relationships with clients. He is passionate about helping clients make important financial decisions and is committed to providing exemplary client service. Mark has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in multiple years. He believes in understanding each client's unique financial picture and goals to create personalized wealth management strategies. With access to Merrill's investment insights and Bank of America's banking solutions, Mark works to help clients pursue their financial goals and manage investment risk. He values community involvement and volunteers with local organizations. Mark's team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on what matters most to clients, such as family, goals, and priorities, adapting their approach as life changes. Mark's mission is to understand each client's aspirations and provide thoughtful financial solutions to help turn goals into reality. He encourages clients to ask questions and discuss issues that matter most to them, from managing healthcare expenses to passing wealth to future generations. By staying informed and revisiting financial approaches, Mark helps clients navigate changes in life and the financial markets to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Mark Johnson and his team at Merrill Lynch are committed to helping clients live their best financial lives.

Merrill Lynch Financial Advisor John A Halliday is a trusted institution located at 75 Rockefeller Plaza in New York, United States. John Halliday is a third-generation Merrill Lynch Financial Advisor, dedicated to providing reliable and quality service to clients. With a background in wealth management and a strong commitment to personalized investment strategies, John helps clients achieve their short- and long-term financial goals. Fluent in Simplified/Mandarin Chinese, John is a Bard College graduate with a passion for reading, running, swimming, skiing, music, coding, and art. At Merrill Lynch Wealth Management, John focuses on building personalized financial plans centered around clients' goals and priorities, adapting to changes in their lives and the financial markets. With access to Merrill's investment insights and Bank of America's banking solutions, John works with clients to develop tailored approaches to address their financial needs. By getting to know clients personally and understanding what matters most to them, John helps design and implement plans to pursue financial goals while managing investment risk. With a commitment to putting clients first, John and his team are dedicated to helping clients navigate the complexities of their financial lives and achieve their goals.

Merrill Lynch Financial Advisor Allan Fiore is a seasoned professional in the wealth management industry, bringing years of experience and expertise to his role. Located at 114 West 47th Street in New York City, Allan is dedicated to helping clients preserve and grow their hard-earned wealth by taking a long-term view on financial planning. His approach is holistic, realistic, and focused on building strong client relationships based on trust and personalized service. Allan is a key member of The SEAM Wealth Management Group, based in the Rockefeller Center office in New York City. He is highly active both inside and outside the office, enjoying working out and serving the community through various charitable organizations. Allan actively supports causes such as the Tenement Museum, the Alzheimer's Foundation, the Ovarian Cancer Research Foundation, and volunteers his time coaching football at Susan Wagner High School.

Merrill Lynch Financial Advisor Lawrence A Weiss, located at 2 Crosfield Avenue in West Nyack, New York, is a finance institution dedicated to helping clients achieve their long-term financial goals through personalized strategies. The institution believes in starting every relationship with a conversation to understand the client's priorities and aspirations. By utilizing the Investment Personality Assessment, they tailor financial approaches to align with the client's investing preferences. The team at Merrill Lynch is committed to providing exemplary client service and building strong relationships based on trust and personalized service. With access to the global resources of Merrill and Bank of America, they offer comprehensive financial solutions to address the client's needs. The advisors at Merrill Lynch are experienced individuals who work with clients to design and implement personalized plans to pursue financial goals while managing investment risk. Through regular check-ins and updates to the financial approach, the team helps clients stay on track to achieve their goals. The institution puts the client first, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor William Gay, located at 114 West 47th Street, New York, New York, United States, offers personalized wealth management services to help clients with wealth accumulation, preservation, and transfer strategies. With over fifteen years of experience in the financial services industry and an MBA from Columbia Business School, William assists individuals and organizations with retirement plans, cash management, and business banking strategies. The institution provides a personalized approach, focusing on the client's goals and priorities, while utilizing the global resources of Merrill to build strong client relationships based on trust and personalized service. Through the Investment Personality Assessment, clients can refine their investing preferences to create a customized financial approach. William's mission is to understand each client's unique needs and help them pursue financial goals while managing investment risk. The institution offers comprehensive financial solutions through Bank of America and aims to help clients achieve their goals by staying informed and adapting to changes in their lives and the financial markets.

Merrill Lynch Financial Advisor Maria Schnirman is a bilingual professional with over two decades of experience in the financial services industry, specializing in working with entrepreneurs and high-net-worth individuals. Located at 114 West 47th Street, New York, New York, United States, Maria focuses on creating personalized financial plans based on clients' values and goals. She helps clients navigate financial stress and achieve progress, aiming to preserve their wealth and provide confidence, balance, and security for their family and business financial futures. Maria is dedicated to the financial well-being of her clients, offering access to investment insights from Merrill and banking convenience from Bank of America to address all aspects of clients' financial lives. She is passionate about delivering excellent service and helping clients pursue their goals, following the Merrill tradition of community involvement through volunteering. Maria offers the Merrill Personal Wealth Analysis™ to develop a customized plan focused on clients' goals and aspirations. By understanding clients' priorities and providing personalized advice, Maria helps clients manage, grow, and preserve their wealth while addressing changes in the market and in their lives. With a focus on building relationships and understanding individual needs, Maria strives to help clients achieve their financial goals and stay on track through life's changes.

Merrill Lynch Financial Advisor Daniel P Levin is a finance institution located in New York, United States. Situated at 225 Liberty Street, South Tower, 38th Floor, New York, NY 10281, the institution offers a unique combination of Merrill's investment insights and Bank of America's credit, lending, and banking services. They work with clients to create personalized strategies to grow, preserve, and distribute wealth, exceeding expectations through proactive communication and ongoing financial education. The team at Merrill Lynch believes in helping clients make informed investment decisions that align with their personal goals, whether it's planning for retirement, buying a home, or funding education. By utilizing the Investment Personality Assessment, they can tailor financial approaches to individual preferences and priorities. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.

Innokentii Panteleev is a financial advisor at Merrill Lynch located in New York, United States. With over 7 years of experience in the financial services industry, Inno focuses on serving clients with different backgrounds and levels of financial knowledge. He holds bachelor's degrees in International Relations and Finance and is dedicated to helping clients achieve their financial goals. In his spare time, Inno enjoys spending time with his family and meeting new people. Merrill Lynch offers personalized financial planning services, investment strategies, and access to banking services from Bank of America. Inno believes in building strong client relationships based on trust and personalized service. With a focus on your goals and priorities, Merrill Lynch Wealth Management Advisors can help you create a customized investment approach to address your needs and pursue your financial goals. Whether you are planning for retirement, funding your children's education, or preparing for other life events, Inno is committed to helping you achieve your goals. Contact Merrill Lynch Financial Advisor Innokentii Panteleev to start your journey towards financial success.

Merrill Lynch Financial Advisor Wendy S Brown, located at 200 Park Avenue, New York, New York, United States, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. Wendy Brown follows the deep-seated Merrill tradition of community involvement, volunteering with local organizations. With access to the resources of Merrill and Bank of America, Wendy Brown and her team work to build strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Wendy Brown is able to create customized financial plans that evolve with her clients' changing needs and goals. With a focus on understanding each client personally, Wendy Brown helps clients navigate financial decisions and trade-offs to achieve meaningful goals. By offering comprehensive financial solutions and personalized investment strategies, Wendy Brown aims to help clients pursue their financial aspirations and manage investment risk. As a Certified Financial Planner, Wendy Brown is equipped to provide expert advice and guidance to help clients reach their financial goals. Through ongoing communication and adjustments to financial approaches, Wendy Brown strives to keep clients on track to achieve what matters most to them. With a commitment to putting clients first, Wendy Brown and her team at Merrill Lynch Wealth Management provide dedicated one-on-one relationships to help clients live their best financial lives.

Merrill Lynch Financial Advisor Benjamin Zacks, located at 75 Rockefeller Plaza in New York, offers personalized financial planning and investment strategies tailored to each client's unique goals and priorities. With a background in Investment Specialist roles, Ben Zacks brings expertise in portfolio management and investment selection to help clients develop effective financial strategies. As a CFA® charterholder and active member of the CFA Society in New York, Ben is committed to providing premier customer service and financial tools based on individual circumstances. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can work with Ben to create a customized financial approach that evolves with their changing life and goals. Whether focused on growing, preserving, or transferring wealth, the team at Merrill Lynch is dedicated to helping clients address their financial goals at every stage of life. With a focus on understanding each client's unique needs and priorities, Ben Zacks aims to provide a personalized plan centered on what matters most, helping clients navigate financial transitions and market fluctuations. By staying connected and adjusting strategies as needed, Ben helps clients stay on track to achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Ben Zacks is registered to do business in multiple states and offers a comprehensive range of financial services to help clients live their best financial life.

Merrill Lynch Financial Advisor Joseph Kasell, located at 200 Park Avenue, New York, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on personalized wealth management, Joseph Kasell follows the deep-seated Merrill tradition of community involvement and volunteering. By offering the Merrill Personal Wealth Analysis™, clients can work with Joseph to create a tailored financial plan that aligns with their aspirations and priorities. Through thoughtful conversations and a deep understanding of each client's unique situation, Joseph Kasell helps individuals and families navigate important financial decisions, such as retirement planning, education funding, and wealth transfer strategies. By utilizing the Investment Personality Assessment and staying updated on life changes, Joseph ensures that each client's financial approach remains aligned with their evolving goals. As a Merrill Lynch Wealth Management Advisor, Joseph Kasell is committed to providing personalized investment strategies and comprehensive financial solutions to address the individual needs of his clients. With a focus on building long-term relationships and helping clients stay on track, Joseph Kasell is dedicated to helping individuals live their best financial life. Contact Joseph Kasell today to start working towards your financial goals.

Merrill Lynch Financial Advisor Justin Weissman is a distinguished finance institution located at 200 Park Avenue, New York, New York, United States. With a focus on exemplary client service, Justin Weissman and his team have received recognition from prestigious financial industry publications and Bank of America Corporation. They are committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The team, comprised of talented individuals, works collaboratively to create informed strategies to help clients achieve their financial goals. Specializing in wealth management, the team provides tailored strategies that extend beyond investments to encompass various aspects of clients' financial lives. From estate planning to credit and lending, the team at Merrill Lynch Financial Advisor Justin Weissman is dedicated to helping clients make informed decisions and achieve long-term financial success. With a focus on personalized attention and a commitment to anticipating and serving the financial needs of multiple generations, the team at Merrill Lynch Financial Advisor Justin Weissman is dedicated to providing exceptional service and guidance to clients for many years to come. Contact them today to start building a personalized financial plan centered around your goals and priorities."