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TOP 30 Global education consultants in New York, NY
118 results found
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Merrill Lynch Financial Advisor Michael Shalhoup
Merrill Lynch Financial Advisor Michael Shalhoup, located at 75 Rockefeller Plaza in New York, is a prestigious finance institution that prides itself on providing exemplary client service. The team at Merrill Lynch, led by Michael Shalhoup, has received recognition from various financial industry publications and Bank of America Corporation for their outstanding work. They have been ranked in publications such as Forbes for their wealth management teams, top advisors under 40, and top women wealth advisors. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. Justin Shimborske, a CFA charterholder, is part of the team and focuses on trade execution, investment research, and recommendations for clients. The team at Merrill Lynch Wealth Management believes in starting every relationship with a conversation to understand the client's goals and priorities, whether it's transferring wealth, pursuing passions, or planning for the future.
Merrill Lynch Financial Advisor Charles P Balducci
Merrill Lynch Financial Advisor Charles P Balducci" located at 200 Park Avenue, New York, New York, United States. Charles P Balducci is a recognized financial advisor at Merrill Lynch, with accolades from Forbes and Barron's for his exemplary client service. Supported by the global resources of Merrill, Charles and his team are dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your goals and priorities, helping you design and implement a personalized plan to manage investment risk and pursue financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Charles can help you address your financial needs and achieve your aspirations. Whether you're planning for retirement, saving for a home, or funding education, Charles and his team will work with you to create a financial approach tailored to your unique personality and life priorities. Let Merrill Lynch Financial Advisor Charles P Balducci help you achieve your financial goals and navigate the complexities of your financial life.
Thomas Lee Hall
Thomas Lee Hall is a prominent university located at 4455 Manhattan College Parkway in New York, United States. As a distinguished institution of higher education, Thomas Lee Hall offers a wide range of academic programs and resources to support the diverse needs of its students. The university is known for its commitment to excellence in education and innovative research, providing students with a dynamic learning environment that fosters intellectual growth and personal development. With a strong emphasis on community engagement and global perspectives, Thomas Lee Hall prepares students to become leaders in their fields and make a positive impact on society.
Mount Sinai Health International
Mount Sinai Health International, located at 150 East 42nd Street in New York, is a leading institution dedicated to delivering innovative and high-quality healthcare globally. As part of the Mount Sinai Health System, Mount Sinai International, LLC (MSI) focuses on developing international collaborations to support the improvement of local healthcare delivery through strategic partnerships. MSI offers a range of consulting services, clinical services, and education and training programs to partner organizations around the world. By transferring knowledge and expertise from the Mount Sinai Health System, MSI aims to enhance healthcare delivery, quality, and safety for all.
Mount Sinai
Mount Sinai, located at 1825 Park Avenue in New York City, is a premier health institution that has been ranked No. 1 in New York by Newsweek/Statista. With a global ranking of No. 20, Mount Sinai is a leader in providing high-quality healthcare. The institution's award-winning cardiology teams are at the forefront of advancements in heart health, offering accurate diagnoses, clinical trials, and cutting-edge treatment options. Under the leadership of Brendan Carr, MD, MA, MS, Mount Sinai integrates cutting-edge technology with patient-centered expertise to deliver top-notch care. Whether in-person or through virtual consultations, getting care at Mount Sinai is easy and convenient. The institution is dedicated to advancing medical research, with studies focusing on topics such as brain health, lung cancer screening, cardiovascular disease, and more.
Mount Sinai Health System
Mount Sinai Health System, located at 1425 Madison Avenue in New York City, is a top-ranked institution known for its excellence in healthcare and cutting-edge advancements in medical research. The Mount Sinai Hospital has been ranked No. 1 in New York by Newsweek/Statista and is among the top hospitals nationally and globally. Specializing in cardiology, Mount Sinai's award-winning teams are dedicated to advancing the understanding of heart health and providing the most accurate diagnoses, clinical trials, and treatment options. The institution integrates state-of-the-art technology with patient-centered expertise to deliver high-quality care to its patients.
International Institute of Buffalo
The International Institute of Buffalo, located at 864 Delaware Avenue in Buffalo, New York, is a vital institution that has been serving immigrants and refugees for over a century. This organization plays a crucial role in welcoming and supporting foreign-born individuals and families as they make a new home in Western New York. The International Institute of Buffalo offers a range of services to assist immigrants and refugees in their transition, including resettlement, employment, and education support. Additionally, the institute provides safe and confidential aid to those affected by domestic violence and human trafficking.
SAVIA Associates International
SAVIA Associates International is a leading institution located at 97-37 63rd Road in New York, United States. We specialize in providing expert consulting services in a wide range of fields including business development, market research, project management, and more. Our team of experienced professionals is dedicated to helping our clients achieve their goals and succeed in today's competitive global market. With a focus on innovation and excellence, SAVIA Associates International is the go-to partner for businesses looking to thrive and grow. Contact us today to learn more about how we can help your organization reach new heights.
Memorial Sloan Kettering Cancer Center Commack
Memorial Sloan Kettering Cancer Center Commack is a renowned institution located at 650 Commack Road in Commack, New York, United States. This health center is dedicated to changing the world's understanding and treatment of cancer through cutting-edge research and innovative therapies. Our team of scientists explores every aspect of cancer biology, from genes and cells to metastasis and immune-based treatments. In addition to research, we are committed to training the next generation of clinicians and scientists through specialized educational programs. Our facility is open Monday through Friday from 8 a.m. to 6 p.m. and offers a wide range of cancer treatments, tailored to each patient's individual needs.
Mount Sinai Doctors Long Island
Mount Sinai Doctors Long Island is a leading health institution located at 120 New York Avenue, Huntington, New York, United States. As part of the renowned Mount Sinai Health System, we are proud to be ranked No. 1 in New York by Newsweek/Statista, and among the top institutions nationally and globally. Our award-winning cardiology teams are at the forefront of heart research and treatment advancements. We integrate cutting-edge technology with patient-centered expertise to provide the most accurate diagnoses, latest clinical trials, and best treatment options. Our team, led by nationally recognized leaders in academic medicine, is dedicated to delivering high-quality healthcare through in-person and virtual care options. You can easily book an appointment with a Mount Sinai doctor for remote care via online consult, video call, or text.
Merrill Lynch Financial Advisor Sally D Abell
Merrill Lynch Financial Advisor Sally D Abell is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Sally D Abell, CFA® is the Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in custom managing portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth. Sally helps clients determine long term financial goals and implements customized investment strategies, such as retirement income planning using options. As a qualified Portfolio Manager, she can build and manage personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Sally is a graduate of State University of New York at Buffalo and earned the Chartered Financial Analyst® (CFA®) designation in 1996.
Merrill Lynch Financial Advisor Boyd C Wible
Merrill Lynch Financial Advisor Boyd C Wible is located at 50 Fountain Plaza, Buffalo, New York, United States. This institution offers finance services, with a team of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The team is led by Senior Vice President, Wealth Management Advisor Anthony (Tony) Miranda, who holds multiple professional designations and has been with Merrill Lynch Wealth Management since 1997. The institution offers customized wealth management planning to address individual concerns and goals, such as retirement planning, education funding, and wealth transfer. The team at Merrill Lynch believes in getting to know each client personally to create a financial approach that reflects their unique needs and priorities. They offer access to a global network of research and specialists to help clients optimize their short- and long-range goals. The institution also provides tools such as the Merrill Personal Wealth Analysis™ to help clients track changes in their life and financial goals. Merrill Lynch Financial Advisor Boyd C Wible is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial solutions.
Merrill Lynch Financial Advisor Jason R Alexander
Merrill Lynch Financial Advisor Jason R Alexander, located at 1241 Pittsford Victor Road in Pittsford, New York, is a finance institution dedicated to providing exemplary client service. Jason, a Wealth Management Advisor with Merrill Lynch since 1999, holds certifications as a Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC). He focuses on assisting families in achieving their financial goals through a personalized wealth management experience. Recognized with the prestigious David Brady Award in 2013, Jason is committed to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Jason helps clients create personalized financial plans centered on their goals and priorities. With access to the global resources of Merrill and Bank of America, Jason and his team are dedicated to helping clients pursue their financial goals and navigate life's changes. Through thoughtful conversations and personalized investment strategies, Jason works to turn clients' goals into reality. Whether planning for retirement, funding education, or passing wealth to future generations, Jason is committed to helping clients achieve financial success.
Merrill Lynch Financial Advisor Gary M Fitch
Merrill Lynch Financial Advisor Gary M Fitch is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The financial advisor focuses on the things you care about most- family, goals, and priorities, adapting to changes over the years. The mission is to understand you and what matters most, designing a personalized plan to help you pursue financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution helps address your financial needs and goals. The advisors believe in a personalized approach that helps you turn your aspirations into reality, whether it's planning for retirement, saving for a home, or funding a child's education. The institution offers personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With a focus on understanding your unique needs and priorities, the advisors work to help you stay on track regardless of market fluctuations. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life. Whether you are planning for the future, considering investments, or managing your wealth, Merrill Lynch Financial Advisor Gary M Fitch is dedicated to helping you achieve your goals.
Merrill Lynch Financial Advisor Eric M Johnson
Merrill Lynch Financial Advisor Eric M Johnson, located at 108 North Front Street, Kingston, New York, United States, offers personalized financial solutions to clients based on their risk tolerance, investment goals, and overall financial needs. Eric Johnson, a Vice President and Senior Financial Advisor with over 40 years of experience, helps clients with asset allocation, money management, estate planning, and charitable gifting. He holds the Chartered Retirement Planning Counselor designation and focuses on developing customized plans to help clients achieve their long-term wealth accumulation goals. With access to the global resources of Merrill and Bank of America, Eric and his team provide personalized service and build strong client relationships based on trust. Whether you are planning for retirement, saving for a home, or funding a child's education, Eric's approach is centered on understanding your goals and priorities to help you achieve financial success. By staying informed about changes in your life and the financial markets, Eric ensures that your financial approach is always aligned with your evolving needs. Contact Eric Johnson at Merrill Lynch Wealth Management to start building a customized investment approach tailored to your unique financial situation and goals.
Merrill Lynch Financial Advisor Kenneth Beesmer
Merrill Lynch Financial Advisor Kenneth Beesmer is a trusted institution located at 108 North Front Street, Kingston, New York, United States. Specializing in finance, Kenneth Beesmer believes in managing wealth by understanding your full financial picture and creating a flexible strategy tailored to your unique goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Kenneth can help you pursue your financial aspirations through personalized wealth management strategies. Committed to community involvement, Kenneth volunteers with local organizations to give back to the communities he serves. By utilizing Merrill Personal Wealth Analysis™, Kenneth can build a personalized plan centered around your goals and aspirations. Supported by the global resources of Merrill, Kenneth's team is dedicated to building strong client relationships based on trust and personalized service.
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 Edna Eidelberg
Merrill Lynch Financial Advisor Edna Eidelberg, located at 805 Northern Boulevard, Great Neck, New York, is dedicated to developing strong relationships with each client and providing personalized financial guidance as life situations change. With over 30 years of experience at Merrill Lynch Wealth Management, Edna focuses on helping clients achieve their personal and financial goals through tailored wealth management strategies. She works with individuals, families, small businesses, and non-profit organizations on education, retirement, estate planning, and more. Edna received her Bachelor of Science Degree from Cornell University and a Master of Business Administration from Baruch College. At Merrill Lynch Wealth Management, the team is committed to putting clients' interests first and giving back to the community through volunteering. The Merrill Personal Wealth Analysis™ helps build personalized financial plans centered on clients' goals. The team, supported by the global resources of Merrill, consists of talented individuals dedicated to building strong client relationships based on trust and personalized service.
4Thought Financial Group
4Thought Financial Group, located at 6851 Jericho Turnpike, Suite 120, Syosset, New York 11791, is a finance institution dedicated to helping clients secure a meaningful financial future. Offering investment advisory services through their SEC Registered Investment Adviser, 4Thought provides educational information to assist clients in making informed financial decisions. The institution emphasizes that the information provided is for educational purposes only and should not be construed as investment or tax advice. While past performance does not guarantee future results, 4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®), ensuring transparency and accountability in their investment strategies. For more information on their services and performance, interested individuals can reach out via email, website, or phone.
Merrill Lynch Financial Advisor Kenneth Gatto
Merrill Lynch Financial Advisor Kenneth Gatto, located at 100 Jericho Quadrangle in Jericho, New York, offers personalized financial advice and guidance. The Gatto, Gatto, Hughes Group believes in building relationships through teamwork and involvement, providing access to global investment capabilities and banking convenience. With a focus on understanding your goals and priorities, the team at Merrill Lynch works to create a customized financial approach tailored to your needs. Through the Investment Personality Assessment and ongoing discussions, they aim to help you pursue your financial goals and adapt to life changes. The team of experienced professionals at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, saving for a home, or funding education, Merrill Lynch aims to help you achieve your goals and manage investment risk. With access to the resources of Merrill and Bank of America, the team at Merrill Lynch is committed to helping you navigate the complexities of your financial life and reach your goals.
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 Joseph Siemens
Merrill Lynch Financial Advisor Joseph Siemens is a seasoned professional with over 30 years of experience in the finance industry. Located at 225 Liberty Street in New York City, Joseph Siemens offers personalized financial planning services to clients across the United States. Having started his career at a regional firm in Louisville, Kentucky, Joseph Siemens now serves as a Senior Portfolio Manager at Merrill Lynch Wealth Management's Manhattan Rockefeller Center office. He also maintains offices in Key West, Florida, and the financial district in New York City.
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 Sam Xiang
Merrill Lynch Financial Advisor Sam Xiang, located at 75 Rockefeller Plaza in New York City, is a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience in the financial services industry, Sam is dedicated to helping his clients preserve, grow, and transfer their wealth to future generations. Fluent in Mandarin Chinese, Sam specializes in working with successful individuals, families, corporate executives, and business owners, many of whom have recently emigrated from China. Sam is highly ethical, adaptable, and empathetic, and takes pride in his ability to explain complex financial topics in clear terms to help his clients make informed decisions. He is a Certified Plan Fiduciary Advisor® (CPFA®) and a member of the National Association of Plan Sponsors. Sam's personalized approach to wealth management includes strategic advice on growing a business, realizing its value through a sale, and designing retirement plans to attract and retain talented employees.
Merrill Lynch Financial Advisor Sean O'Donnell
Merrill Lynch Financial Advisor Sean O'Donnell, located at 75 Rockefeller Plaza in New York, offers personalized financial planning services to individuals and families. With a focus on building strong client relationships based on trust and personalized service, Sean helps clients optimize their financial lives by understanding their goals and priorities. Sean is a CERTIFIED FINANCIAL PLANNER™ and is committed to providing comprehensive wealth management solutions tailored to each client's unique situation. The institution is dedicated to community involvement and volunteering for organizations such as The Michael J. Fox Foundation. With access to the global resources of Merrill Lynch, Sean and his team strive to help clients navigate life's financial complexities and achieve their goals. Whether planning for retirement, buying a home, or funding a child's education, Sean works with clients to develop a personalized financial approach that reflects their investment personality and life priorities. As life and goals change, Sean is there to help clients adjust their financial plans accordingly. By offering personalized investment strategies and access to comprehensive financial solutions, Sean and his team provide guidance and support to help clients live their best financial lives.
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 Jonathan Polakoff
Merrill Lynch Financial Advisor Jonathan Polakoff is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The team focuses on your family, goals, and priorities, adapting to changes over time. By offering access to global investing capabilities and banking solutions, they can help identify and prioritize your personal financial goals, whether it's funding education, planning for retirement, or preserving wealth. The team believes in a personalized financial strategy that reflects your unique goals and investment personality. They offer the Merrill Personal Wealth Analysis™ to develop a plan centered on your goals. With regular check-ins and adjustments, they aim to help you stay on track to achieve what matters most to you. The team is committed to helping you reach your goals through a dedicated, one-on-one relationship based on personalized investment strategies and comprehensive financial solutions.
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 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 Jack O'Connell
Merrill Lynch Financial Advisor Jack O'Connell, located at 1325 Franklin Avenue, Garden City, New York, offers personalized and professional financial services to individuals, families, and privately held companies. With over 30 years of experience, the O'Connell Group combines the attentive service of a small team with the resources of one of the largest global financial services companies. They specialize in designing customized strategies to help clients achieve their financial goals, whether it be generating income for retirement, funding education, transferring wealth, or establishing a legacy. The team offers a range of capabilities, including personalized advice for corporate executives, business owners, and affluent families. They believe in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The team is committed to helping clients navigate the complexities of their financial lives and achieve their goals through a customized investment approach. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Jack O'Connell is dedicated to helping clients live their best financial life.
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