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TOP 30 Creating wealth in New York, NY
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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 Steven Neal
Merrill Lynch Financial Advisor Steven Neal, located at 75 Rockefeller Plaza in New York, offers personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Steven Neal and his team are dedicated to building strong client relationships based on trust and personalized service. By understanding your financial picture and what matters most to you, they can help you create a flexible strategy to navigate today's changing market conditions. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Steven Neal will work with you to develop a personalized plan designed to help you achieve your financial goals. With a focus on understanding your unique needs and priorities, Steven Neal is committed to helping you pursue what matters most to you.
Merrill Lynch Financial Advisor Christopher Haliskoe
Merrill Lynch Financial Advisor Christopher Haliskoe, located at 200 Park Avenue, New York, offers a consultative approach to financial planning for individuals and business owners. With a B.S. in Economics from Fairfield University and years of experience in wealth management, Chris is dedicated to helping clients reach their personal and financial goals through detailed planning and market expertise. Active in his community, Chris is involved in mentorship programs and serves as the Parish Council President at St Ann Church in Hoboken, NJ. His team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, focusing on family, goals, and priorities. Through the Merrill Personal Wealth Analysis™, they create personalized plans centered on each client's unique aspirations. By understanding clients' investment preferences and financial goals, they develop customized approaches to help them pursue what matters most. With access to the global resources of Merrill and Bank of America, the team at Merrill Lynch Wealth Management is dedicated to helping clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches, they help clients stay on track to achieve their goals and navigate changes in the market and in their lives. As registered advisors in multiple states, including AZ, CA, CT, FL, NJ, NY, and TX, the team at Merrill Lynch is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
Merrill Lynch Financial Advisor Mark E Johnson
Merrill Lynch Financial Advisor Mark E Johnson is located at 75 Rockefeller Plaza, New York, New York, United States. Mark Johnson is a Senior Vice President and Senior Financial Advisor with over 30 years of experience in finance. He specializes in meeting the investment needs of high-net-worth individuals, privately held businesses, and Foundations. Mr. Johnson helps clients develop financial strategies and long-term investment portfolios tailored to their specific goals. He provides risk-appropriate portfolio modeling through a wide array of investment services, focusing on retirement planning, education funding, estate planning, survivor protection, income preservation, and liability management. Mr. Johnson holds a BA in Economics from Franklin and Marshall College and an MBA from the Columbia Business School. At Merrill Lynch Wealth Management, Mr. Johnson and his team are dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's unique goals and priorities to create a financial approach that reflects their personality and helps them achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Mr. Johnson offers personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. He is registered to do business in multiple states and provides the latest investment insights, tips, and strategies to help clients live their best financial life. Please note that investing involves risk and it is important to consult legal and tax advisors before making any financial decisions.
Merrill Lynch Financial Advisor Thomas R Donahue
Merrill Lynch Financial Advisor Thomas R Donahue, located at 225 Liberty Street in New York, is a finance institution offering personalized financial planning services. With over 30 years of experience in the financial services industry, Thomas focuses on helping individuals achieve their personal financial goals. He understands the challenges professionals face and works with clients to develop customized recommendations to pursue their objectives. Thomas utilizes the resources of Merrill Lynch Wealth Management to create appropriate strategies for retirement, education, philanthropy, and wealth transfer. With his expertise and qualifications, including the CPWA® and CIMA® designations, Thomas can help high-net-worth individuals minimize taxes, maximize growth, and transfer wealth effectively. He believes in building a personalized plan centered on clients' goals and priorities, adapting it as their lives and goals change. By listening to clients and understanding their aspirations, Thomas aims to help them achieve financial success and turn their goals into reality. As a Merrill Lynch Wealth Management Advisor, he is dedicated to helping clients navigate the complexities of their financial lives and pursue their financial goals.
Merrill Lynch Financial Advisor Clayton Cohen
Merrill Lynch Financial Advisor Clayton Cohen, located at 75 Rockefeller Plaza in New York, is dedicated to helping you manage your wealth through personalized strategies tailored to your financial goals. With access to the investment insights of Merrill Lynch and the banking solutions of Bank of America, Clayton Cohen can assist you in navigating today's changing market conditions. By participating in community service and volunteering, Clayton Cohen embodies the Merrill tradition of serving the communities we work in. Through the Merrill Personal Wealth Analysis™, Clayton Cohen can develop a personalized plan centered on your aspirations and priorities. By understanding your investment personality and goals, Clayton Cohen can customize a financial approach to help you pursue what matters most to you. Whether you are planning for retirement, saving for a home, or considering passing on your wealth to future generations, Clayton Cohen can work with you to create a plan to manage, grow, and preserve your wealth.
Merrill Lynch Financial Advisor Eric Frey
Merrill Lynch Financial Advisor Eric Frey, located at 200 Park Avenue, New York, New York, United States, is dedicated to helping families manage their wealth and provide trustworthy advice. Specializing in advanced financial strategies, Eric also assists with income tax planning, estate planning, concentrated stock, intergenerational wealth transfer strategies, trust services, and philanthropic planning. Committed to the Merrill tradition of community involvement, Eric volunteers with local organizations to give back. The Merrill Personal Wealth Analysis™ is used to create personalized plans centered on individual goals. With the support of Merrill's global resources, Eric's team is focused on building strong client relationships through trust and personalized service. By understanding each client's priorities and aspirations, Eric tailors financial approaches to help them achieve their goals. Through the Investment Personality Assessment, Eric gains insight into clients' investing preferences to customize strategies that align with their values. Regular reviews and adjustments ensure that financial plans adapt to changing circumstances. Eric's mission is to understand each client's unique needs and help them pursue their financial goals with confidence. As a Certified Financial Planner, Eric is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. With a focus on personalized service and ongoing support, Eric and his team at Merrill Lynch Wealth Management are committed to helping clients achieve their financial goals.
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 Jonathan Horn
Merrill Lynch Financial Advisor Jonathan Horn, located at 225 Liberty Street in New York, is dedicated to helping clients navigate the complexities of their financial lives. With a focus on building strong client relationships based on trust and personalized service, Jonathan works with individuals to create customized investment approaches that address their unique needs and goals. As a registered advisor in multiple states, Jonathan offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management. Whether you are planning for retirement, saving for a home, or funding a child's education, Jonathan is committed to helping you achieve your financial goals at every stage of your life. With access to the global resources of Merrill and the banking solutions of Bank of America, Jonathan collaborates with clients to develop strategies that can help manage, grow, and preserve their wealth for the future. By putting the investor at the center of the planning process and maintaining a market focus, Jonathan helps clients navigate financial transitions and make informed decisions to secure their financial freedom. Contact Jonathan Horn today to start planning for your financial future.
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 Wayne W Pon
Merrill Lynch Financial Advisor Wayne W Pon located at 200 Park Avenue, New York, New York, United States, offers personalized wealth management strategies to help you pursue your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Wayne Pon can assist you in creating a flexible financial strategy tailored to your needs. Through the Merrill Personal Wealth Analysis™, Wayne Pon can develop a personalized plan centered on your aspirations and priorities. By understanding your goals and preferences, Wayne Pon can help you make informed investment decisions and navigate changing market conditions. As a Chartered Retirement Planning Counselor™, Wayne Pon is dedicated to helping you achieve your financial objectives and address fluctuations in the market. With a focus on building a long-term relationship based on trust and understanding, Wayne Pon is committed to helping you reach your goals and stay on track, no matter how your life and financial situation may change. Contact Wayne Pon to learn more about how he can assist you in managing, growing, and preserving your wealth for the future.
Merrill Lynch Financial Advisor Charles A. Bell
Merrill Lynch Financial Advisor Charles A. Bell, located at 200 Park Avenue, New York, New York, United States, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Charles A. Bell can help you navigate today's changing market conditions. By participating in the communities they serve, Charles A. Bell demonstrates a commitment to giving back. Through the Merrill Personal Wealth Analysis™ process, a personalized plan is developed centered on your unique goals. By understanding your investment personality and preferences, Charles A. Bell can create a customized financial approach to help you achieve what matters most to you. Regular check-ins and adjustments ensure your financial plan stays aligned with your evolving life and goals. With a focus on building a relationship based on trust and understanding, Charles A. Bell is dedicated to helping you pursue your financial aspirations. Whether you are planning for retirement, saving for a major life event, or seeking advice on passing wealth to future generations, Charles A. Bell will work with you to develop a comprehensive approach to address your financial needs. Contact Merrill Lynch Financial Advisor Charles A. Bell to start the conversation about your financial future.
Merrill Lynch Financial Advisor Michael J Luparella
Merrill Lynch Financial Advisor Michael J Luparella, located at 75 Rockefeller Plaza, New York, New York, United States, offers insights, observations, and ideas to help clients pursue their financial goals. With 15 years of experience in the financial services industry, Michael J Luparella and his team provide personalized wealth plans and access to banking solutions from Bank of America. They specialize in corporate benefit programs and help corporate executives integrate their benefits into a long-term financial approach. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. By using the Merrill Personal Wealth Analysis™, they can build a personalized plan centered on the client's goals. They believe in understanding each client's unique needs and priorities to create a financial approach that reflects their personality. Certified by the Certified Financial Planner Board of Standards, Inc., Michael Luparella is registered to do business in multiple states. Investing involves risk, and Merrill advisors do not provide legal, tax, or accounting advice. Contact Merrill Lynch Financial Advisor Michael J Luparella to start working towards your financial goals today.
Merrill Lynch Financial Advisor John Drennan
Merrill Lynch Financial Advisor John Drennan, located at 200 Park Avenue, New York, New York, United States, is a trusted finance institution with over 15 years of experience. John focuses on understanding each client's financial goals to create personalized plans, allocate assets, and oversee portfolio performance. With certifications in wealth management and fiduciary advising, John provides tailored recommendations based on client objectives, time horizon, and risk tolerance. By utilizing the Merrill Personal Wealth Analysis™, John helps clients build and document plans centered on their goals and priorities. With a commitment to ongoing communication and personalized investment strategies, John aims to help clients achieve their financial aspirations, whether it's saving for retirement, education, or passing wealth to future generations. As a Merrill Lynch Wealth Management Advisor, John offers comprehensive financial solutions and access to investment insights to address clients' needs and goals. Get personalized investment strategies and financial guidance from John Drennan to help you live your best financial life.
Merrill Lynch Financial Advisor Matthew Saum
Merrill Lynch Financial Advisor Matthew Saum, located at 114 West 47th Street, New York, United States, is a finance institution dedicated to building strong relationships with clients. With a focus on personalized wealth management strategies, the institution offers access to investment insights from Merrill and banking solutions from Bank of America. The team, comprised of experienced individuals, is committed to providing personalized service and building trust with clients. By understanding each client's goals and priorities, the institution helps create customized financial strategies to turn goals into reality. With a focus on adapting to changes in clients' lives and the financial markets, Merrill Lynch Financial Advisor Matthew Saum aims to help clients stay on track to achieve what matters most to them. Through a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, clients can receive personalized investment strategies and comprehensive financial solutions. The institution is registered to do business in multiple states and emphasizes the importance of seeking the advice of an experienced financial advisor for wealth management.
Merrill Lynch Financial Advisor Samuel Cherny
Merrill Lynch Financial Advisor Samuel Cherny is located at 75 Rockefeller Plaza in New York, New York, United States. As a financial advisor, Samuel Cherny focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. With over 80 years of experience, the Henneck/Cherny Group at Merrill Lynch Wealth Management assists individuals, families, and businesses in identifying and achieving their financial goals. Samuel Cherny began his career in financial services in 2015 after graduating from the University of Wisconsin-Madison with degrees in Personal Finance and Economics. He emphasizes a disciplined approach to investing and cash flows to help clients plan for the future. Some of his passions include customizing portfolios, streamlining retirement assets, and providing introductions to Bank of America and the Private Bank for services such as securing mortgages and estate planning.
Merrill Lynch Financial Advisor Sally Cai
Merrill Lynch Financial Advisor Sally Cai, located at 75 Rockefeller Plaza in New York, is a dedicated and experienced finance institution committed to building strong relationships with clients. Sally Cai, a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the Financial Services industry, focuses on servicing the needs of affluent families and businesses. Recognized by Forbes for her exemplary client service, Sally's wealth management approach is tailored to address the specific needs of each client, offering sound advice on creating long-term financial goals and implementing investment strategies. With access to the investment insights of Merrill Lynch Wealth Management and banking solutions from Bank of America, Sally works with clients to develop personalized plans to help achieve their financial goals. By starting with a conversation to understand each client's unique aspirations and priorities, Sally aims to provide disciplined strategies in all market cycles. Committed to community involvement and driven by a passion for delivering excellent service, Sally Cai is dedicated to helping clients pursue their financial goals and achieve long-term success.
Merrill Lynch Financial Advisor Lee R Nesser
Merrill Lynch Financial Advisor Lee R Nesser is a finance institution located at 114 West 47th Street, New York, New York, United States. The mission of the institution is to unlock the confidence, simplicity, and security that wealth is meant to provide. The institution serves clients from diverse backgrounds and professions, all connected by the common goal of better planning for their families. The Nesser | Sheft Group offers personalized financial and wealth management plans designed to preserve and grow the wealth of their clients. Recognized as "Best-in-State Wealth Advisors" by Forbes in 2021 and 2022, the group is supported by the global resources of Merrill and Bank of America. The advisors at Merrill Lynch are committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, clients can create a customized financial plan centered on their goals. The advisors work to help clients stay on track towards achieving their goals, adjusting their approach as needed. By getting to know clients personally and understanding their priorities, the advisors can offer a financial approach tailored to their unique needs. The institution offers a range of services, including investment advisory, financial planning, and other financial solutions. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Lee R Nesser aims to help clients live their best financial lives.
Merrill Lynch Financial Advisor Brian J. Raimondi
Merrill Lynch Financial Advisor Brian J. Raimondi, located at 75 Rockefeller Plaza in New York, New York, is a premier finance institution dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Brian Raimondi works closely with clients to develop a comprehensive financial plan that evolves with their changing needs and market conditions. As a Merrill Lynch Wealth Management Advisor, Brian Raimondi believes in building strong relationships with clients by understanding their values, aspirations, and financial objectives. Through in-depth conversations and personalized wealth management strategies, he helps clients navigate important financial decisions such as retirement planning, education funding, and legacy preservation.
Merrill Lynch Financial Advisor Frank Vincent Guzzone
Merrill Lynch Financial Advisor Frank Vincent Guzzone, located at 6965 Yellowstone Boulevard, New York, United States, is dedicated to helping successful business owners and career professionals navigate the complexities of wealth creation and preservation. With a background in film and a passion for storytelling, Frank strives to create personalized financial plans that align with his clients' aspirations and lifestyle needs. By incorporating a 360° planning discipline, Frank addresses both sides of his clients' balance sheets, offering guidance on credit, lending, and budgeting to help streamline their daily finances. Through collaboration and careful planning, Frank aims to bring order to his clients' financial lives, empowering them to pursue their goals with confidence and purpose. With a focus on building strong client relationships based on trust and personalized service, Frank and his team at Merrill Lynch Wealth Management provide comprehensive financial solutions tailored to each client's unique needs and priorities. By shifting the focus from chasing money to pursuing impact, passion, and purpose, Frank helps his clients use money as a tool to build a life they love and find meaningful. With a commitment to understanding his clients' goals and priorities at every stage of their lives, Frank provides ongoing support and guidance to help them stay on track and adapt their financial approach as needed. Whether you're planning for retirement, saving for a major purchase, or funding a child's education, Frank is dedicated to helping you make informed investment decisions that align with your personal values and long-term objectives. Through regular check-ins and adjustments to your financial strategy, Frank ensures that your approach remains aligned with your evolving goals and aspirations. Partner with Frank Vincent Guzzone to take control of your financial future and pursue the life you envision.
Merrill Lynch Financial Advisor Jeffrey B Naschek
Merrill Lynch Financial Advisor Jeffrey B Naschek is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. As your Merrill advisor, the focus is on connecting all aspects of your financial life to help prioritize and pursue the goals that matter most to you. Managing your wealth begins with a deep understanding of your full financial picture, and creating a flexible strategy based on your priorities and market conditions. The institution provides access to investment insights from Merrill and banking solutions from Bank of America. The team is actively involved in charitable organizations such as the Crohn's & Colitis Foundation of America. The advisors and Wealth Management Client Associates are dedicated to building strong client relationships based on trust and personalized service. The institution offers personalized wealth management strategies to help clients pursue their goals. The mission is to understand each client individually and design a personalized plan to help achieve financial goals while managing investment risk. By staying updated on changes in the client's life and financial markets, the institution aims to help clients stay on track towards their goals. Jeffery Naschek is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor certification. The institution provides investment insights, tips, and strategies to help clients live their best financial life.
Merrill Lynch Financial Advisor Andrew Clark
Merrill Lynch Financial Advisor Andrew Clark is a finance institution located at 114 West 47th Street, New York, New York, United States. The team is dedicated to understanding your values and goals with your assets, providing personalized one-on-one conversations to create a tailored plan for your financial future. With over 15 years of experience in the financial services industry and holding the Chartered Retirement Planning Counselor designation, Andrew Clark focuses on managing wealth comprehensively, taking into account your individual and family needs. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide clients with a comprehensive approach to financial planning and investment management. By prioritizing your goals and aspirations, Merrill Personal Wealth Analysis™ can help create a personalized plan centered on achieving your financial objectives. With a focus on understanding your unique financial situation and goals, Merrill Lynch Financial Advisor Andrew Clark aims to help you pursue your goals and manage investment risk effectively. By offering personalized investment strategies and comprehensive financial solutions, the team at Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets.
Merrill Lynch Financial Advisor John Y. Suh
Merrill Lynch Financial Advisor John Y. Suh, located at 75 Rockefeller Plaza in New York, United States, is a finance institution dedicated to helping clients achieve their financial goals and priorities. With over 10 years of experience in financial planning, John Y. Suh is committed to creating personalized wealth management strategies tailored to each client's unique lifestyle and aspirations. At Merrill Lynch Wealth Management, clients can expect a personalized approach that focuses on family, goals, and priorities, adapting to changes over time. John Y. Suh believes in building lasting relationships with clients through open conversations and understanding their financial needs and objectives.
Merrill Lynch Financial Advisor Glenn A Krevans
Merrill Lynch Financial Advisor Glenn A Krevans is a finance institution located at 266 Merrick Road, Lynbrook, New York, 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. The Polakoff/Krevans team offers a strategy that puts clients at the center of the planning process, focusing on personal goals and priorities. With access to global investing capabilities and banking solutions, the team assists in identifying and prioritizing personal goals such as education funding, retirement planning, health care costs, and wealth preservation. A personalized financial strategy is developed aligned with client goals, aiming to manage, grow, and preserve wealth. The team believes in a dynamic wealth management process that evolves with clients' changing needs and goals. By understanding clients' aspirations and priorities, the team creates a financial approach that reflects their investment personality and is built around life priorities. The Investment Personality Assessment is used to customize the financial approach to help clients pursue what matters most to them. Regular check-ins and adjustments to the financial approach ensure clients stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives to pursue their goals.
Merrill Lynch Financial Advisor Julio C. Franco
Merrill Lynch Financial Advisor Julio C. Franco is located at 75 Rockefeller Plaza in New York, New York, United States. Julio is a Senior Vice President and an International Wealth Advisor with over 30 years of industry experience. He is a qualified Portfolio Manager who can help clients pursue their financial objectives by building and managing personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Julio focuses on transactional based clients, particularly in active trading strategies in equities, options, fixed income, and foreign currencies. He also manages a proprietary Global Thematic Equity portfolio and various Merrill model portfolios. Julio holds industry designations such as CFA®, FRM®, and CAIA®, and is a member of various financial associations. He has a Master of Science in Financial Risk Management and a BA in Economics and Finance. Fluent in Spanish, Julio resides in Greenwich, Connecticut. Merrill Personal Wealth Analysis™ is offered to help clients build a personalized financial plan centered on their goals and priorities. As a Merrill Lynch Wealth Management Advisor, Julio focuses on understanding each client's unique needs and provides personalized investment strategies and comprehensive financial solutions. Working with Julio means having access to the investment insights of Merrill and the banking solutions of Bank of America. He believes in placing the investor at the center of the planning process and aims to help clients navigate through financial transitions and decisions. By regularly reviewing and adjusting financial approaches, Julio helps clients stay on track to achieve their goals. Whether planning for retirement, saving for a home, or funding education, Julio works with clients to develop a customized approach that addresses their financial needs. With a focus on getting to know each client personally, Julio creates a financial strategy that reflects their personality and priorities. The ultimate goal is to help clients achieve their financial goals and live their best financial life.
Merrill Lynch Financial Advisor Brandt Cybul
Merrill Lynch Financial Advisor Brandt Cybul is located at 75 Rockefeller Plaza in New York, New York, United States. Brandt has been in the finance industry since 2007 and joined Merrill Lynch Wealth Management in 2018. He offers personalized investment advice to help clients achieve their financial goals for both personal and business needs. With a focus on honesty, loyalty, and respect, Brandt believes in building long-term relationships with his clients. Brandt holds various registrations and licenses, including FINRA Series 7, 63, and 65, as well as NY Life & Health insurance. He is dedicated to providing tailored financial solutions to help clients manage, grow, and preserve their wealth. By understanding each client's unique goals and priorities, Brandt creates personalized plans to address their financial needs. With access to the resources of Merrill and Bank of America, Brandt's team is committed to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Brandt Cybul to start planning for your financial future today.
Merrill Lynch Financial Advisor Kurt Kempkes
Merrill Lynch Financial Advisor Kurt Kempkes is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. The Heptig Kempkes Group believes in building strong relationships through teamwork and involvement, offering financial advice and guidance to clients. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the institution aims to be your primary source for financial planning. The team at Merrill Lynch can help you identify and prioritize your financial goals, whether it's funding education, planning for retirement, covering healthcare costs, or preserving wealth. By creating a personalized financial strategy aligned with your goals, the advisors work to help you manage, grow, and preserve your wealth. The institution offers a transparent and disciplined approach to managing wealth, putting you at the center of the process. With the support of Merrill's investment insights and Bank of America's banking solutions, the team is dedicated to helping you pursue your goals and navigate life's inevitable changes. Through one-on-one relationships with Merrill Lynch Wealth Management Advisors, you can receive personalized investment strategies tailored to your needs and aspirations. Let the team at Merrill Lynch Financial Advisor Kurt Kempkes help you achieve your financial goals and live your best financial life.
Merrill Lynch Financial Advisor Adam J White
Merrill Lynch Financial Advisor Adam J White, located at 75 Rockefeller Plaza in New York, United States, offers personalized financial planning services for high net worth families, financial professionals, senior executives, and entrepreneurs. Adam J. White, CFA, a Senior Financial Advisor and Portfolio Manager, is dedicated to understanding your values and life goals to create a customized investment strategy that reflects your unique needs and priorities. With a focus on building and managing personalized investment strategies, Adam helps clients pursue their financial objectives while planning for their legacy. The team at Merrill Lynch Wealth Management is committed to providing one-on-one conversations and personalized financial solutions to help you achieve your goals and navigate through life's financial transitions. Whether you are planning for your family, work, health, or home, Merrill Lynch Financial Advisor Adam J White can help you stay on track and make informed decisions for your financial future.
Merrill Lynch Financial Advisor Margot R Michalski
Merrill Lynch Financial Advisor Margot R Michalski, located at 75 Rockefeller Plaza, New York, United States, offers personalized wealth management planning for affluent clients. With a team of Merrill specialists, they provide customized financial recommendations for various needs such as investments, retirement planning, estate planning, college planning, and asset management. Margot Michalski, a Certified Financial Planner with over 20 years of experience, leads the team in building strong client relationships based on trust and personalized service. They believe in understanding each client's goals and priorities to create a financial approach that reflects their unique needs. With access to global resources, they offer comprehensive financial solutions to help clients achieve their goals and navigate the complexities of the financial markets. By staying in touch with clients and regularly reviewing their financial approach, the team at Merrill Lynch Wealth Management strives to help clients stay on track and achieve what matters most to them.
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