TOP 30 Merrill lynch investment advisor in New York City, New York

Merrill Lynch Wealth Management, located at 100 Jericho Turnpike in Floral Park, New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed on market trends and global economy with timely insights. Choose from three different ways to connect with us based on your unique financial journey. Receive the latest insights on inflation, interest rates, volatility, and investments from the Chief Investment Office. Take a quick quiz to get actionable next steps for your long-term goals. Keep in mind that investing involves risk and it's important to consult with legal and tax advisors before making financial decisions. Merrill offers brokerage, investment advisory, and other services to help you achieve your financial goals. Trust, fiduciary, and investment management services are also available through Bank of America. Banking products are provided by Bank of America, N.A. and affiliated banks. Return to Merrill for more information or close the window after you leave.

Merrill Lynch Financial Advisor Brad Green, located at 1325 Franklin Avenue in Garden City, New York, is a finance institution dedicated to helping clients achieve their financial goals with an 'uninterrupted and uncompromised' journey towards retirement, wealth transfer, or any other meaningful objective. The team at Merrill Lynch believes in starting every relationship with a conversation to understand and prioritize the goals that matter most to each individual. By utilizing tools such as the Investment Personality Assessment, the team can customize a financial approach tailored to each client's unique preferences and priorities. The Green-Millman Group, led by Brad Green and Scott Millman, offers personalized investment management strategies for a highly accomplished clientele, including successful business owners, attorneys, and financial professionals. The team's disciplined approach and commitment to exceptional service help clients navigate through various financial decisions, from funding a child's education to planning for retirement. With a focus on building strong client relationships based on trust and personalized service, the team aims to be viewed as clients' most trusted advisor.

Merrill Lynch Financial Advisor Thomas P Sullivan is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Thomas P Sullivan, with over 15 years of industry experience, leads a team of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. He helps individuals, families, and family offices with a thoughtful and purposeful approach to their wealth management. Tom's expertise includes portfolio design, stock strategies, estate planning, and access to lending services through Bank of America.

Merrill Lynch Financial Advisor Steven E. Eckna, located at 1325 Franklin Avenue in Garden City, New York, has over 20 years of experience in the financial services industry. Prior to joining Merrill Lynch Wealth Management, Steven traded equities on Wall Street for 16 years and advised high net worth individuals, businesses, and foundations on wealth management at Wells Fargo and Bank of New York. Steven works with a diverse range of clients, including financial industry executives, business owners, retirees, and non-profit organizations, providing transparent strategies to help preserve and grow wealth. Born and raised in Garden City, Steven is deeply involved in the community, serving as the president and founder of the Paul R. Eckna Foundation and the Friends of Garden City Football booster organization. He holds several FINRA registrations and believes in a consultative approach to wealth management, taking the time to understand each client's unique situation and goals. Through Merrill Personal Wealth Analysis™, Steven helps clients build personalized financial plans centered on their aspirations and priorities.

Merrill Lynch Financial Advisor Frank Pellegrino, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious institution in the finance industry. Recognized by Forbes for their exceptional wealth management teams and advisors, they are dedicated to providing exemplary client service. Backed by the global resources of Merrill, their team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. They focus on understanding your goals, priorities, and aspirations to create a customized financial approach that helps you pursue what matters most to you. With access to investment insights and banking solutions, they work with you to develop a plan that addresses your financial needs and helps you achieve your goals. Through ongoing communication and personalized advice, they aim to help you stay on track and adapt to changes in your life and the financial markets. Let Merrill Lynch Financial Advisor Frank Pellegrino help you navigate the complexities of your financial life and work towards your financial goals.

Merrill Lynch Financial Advisor Joshua M. Miller, located at 1325 Franklin Avenue, Garden City, New York, United States, is a leading finance institution offering personalized financial strategies tailored to your individual goals and needs. As a Merrill advisor, Joshua M. Miller and his team prioritize understanding your aspirations, risk tolerance, and investment preferences to develop a comprehensive financial plan that aligns with your objectives. With over 60 years of collective experience, The Miller – Wachtler Group specializes in working with High Net Worth individuals, affluent families, and small to mid-sized businesses, providing customized financial solutions based on your unique circumstances. Recognized by Forbes for their exceptional client service, the team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ and ongoing reviews of your financial approach, Joshua M. Miller and his team ensure that your plan evolves with your changing life and market conditions. Let Merrill Lynch Financial Advisor Joshua M. Miller help you achieve your financial goals and navigate the complexities of your financial life with confidence and personalized guidance.

Merrill Lynch Financial Advisor David Stoler, located at 1325 Franklin Avenue in Garden City, New York, offers personalized financial services to help clients achieve their goals. With a focus on understanding each client's unique needs and priorities, the institution provides customized investment strategies and financial solutions. By listening to clients and getting to know their financial situation, the team at Merrill Lynch works to design a plan that reflects individual goals and helps manage investment risk. The institution offers access to the investment insights of Merrill and banking solutions from Bank of America, allowing clients to pursue their financial goals through personalized wealth management strategies. With a commitment to building strong client relationships based on trust and personalized service, the team at Merrill Lynch Financial Advisor David Stoler helps clients navigate the complexities of their financial lives and stay on track to achieve what matters most to them.

Merrill Lynch Financial Advisor James R Gallego is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, James Gallego can assist in creating a flexible strategy tailored to today's dynamic market conditions. By providing access to Merrill's investment insights and Bank of America's banking convenience and lending solutions, he aims to help you pursue your financial goals through personalized wealth management strategies. James Gallego follows the Merrill tradition of community involvement, volunteering time with local organizations. The Merrill Personal Wealth Analysis™ tool can help build a personalized plan centered on your goals and aspirations. As a financial advisor at Merrill Lynch Wealth Management, James focuses on your family, goals, and priorities, adapting to changes over time.

Merrill Lynch Financial Advisor Julia Battaglia is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Whatever your personal goals may be, they work one-on-one with you to develop a personalized financial strategy designed to help you pursue your long-term goals. Their financial planning process begins by getting to know you and understanding your goals, values, risk tolerance, time horizon, and liquidity needs. They offer one-on-one discovery meetings to review your portfolio and objectives, creating a personalized plan to help you reach your goals. By utilizing the Investment Personality Assessment, they can customize the financial approach to align with your investing preferences. They offer the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer investment insights, tips, and strategies to help you achieve your financial goals. As Merrill Lynch Wealth Management Advisors, they help you build a customized investment approach to address your needs and pursue your goals. Get the dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor and receive personalized investment strategies plus comprehensive financial solutions from Bank of America. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services to help you live your best financial life.

Merrill Lynch Financial Advisor Shannon Zeigler, located at 1325 Franklin Avenue, Garden City, New York, is a finance institution with a unique background. Shannon began his career as a Secret Service Special Agent with the United States Treasury Department, conducting financial fraud investigations. With a passion for financial analysis and experience working alongside former U.S. Treasury Secretaries, Shannon brings a wealth of knowledge to his role at Merrill Lynch. He helps clients simplify financial complexity by designing investment strategies, minimizing tax liabilities, and providing sound financial advice. Shannon believes in building honest and enduring relationships with his clients, focusing on trust and integrity. He helps individuals, executives, and business owners plan for retirement, finance educational goals, and preserve wealth for future generations. With a background in law and experience in retail banking, Shannon is well-equipped to guide clients through each phase of their financial lives.

Merrill Lynch Financial Advisor Ashley Rowland is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Catering to successful professionals and wealthy families, they offer a sophisticated suite of financial strategies tailored to the unique opportunities and challenges their clients face. Operating under the basic premise that much of clients' lives revolve around money, The Russo Rosenstein Group aims to enhance and enrich the complex financial lives of those they serve. They provide boutique-level personal service and attention, going above and beyond typical financial advisors by educating and coaching clients to ensure they follow integrated strategies formulated on their behalf. The institution works with a limited number of clients to build lasting advisory relationships, understanding that each client has unique planning needs that should drive every recommendation. With a planning-based approach honed over many years, The Russo Rosenstein Group helps clients explore and prioritize their goals for themselves, their families, and their communities. They also offer assistance with both personal and business financial needs, including plan design and implementation for business owners. With a focus on high-net-worth and ultra-high-net-worth clients, The Russo Rosenstein Group serves individuals in New York, New Jersey, and over 20 other states, including corporate executives, business owners, partners at law firms, and generations of their families. The institution takes a strategic and analytical approach to examining each client's overall financial picture, ensuring they build fundamental pillars of financial strength for their clientele. By providing superior wealth management services, The Russo Rosenstein Group aims to help clients achieve their financial goals and leave lasting memories for their families.

Merrill Lynch Financial Advisor Christopher M Walters is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. Christopher M Walters has been recognized in Forbes' "America’s Top Wealth Management Teams High Net Worth" in 2022, 2023, and 2024, as well as in Forbes' "Top Next-Generation Wealth Advisors Best-in-State" in 2023. Supported by the global resources of Merrill, Christopher M Walters' team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Christopher M Walters helps individuals, families, and family offices advance a more thoughtful, cohesive, and purposeful approach to their wealth. With over 15 years of industry experience, Christopher is skilled in helping clients align their objectives with their unique risk tolerance, tax circumstances, and timeframes. He offers a creative and analytical approach grounded in a steadfast commitment to client well-being.

Merrill Lynch Financial Advisor Matthew R Sullivan is a distinguished finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution prides itself on its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. With over 15 years of industry experience, Tom Sullivan helps individuals, families, and family offices develop thoughtful and purposeful wealth management strategies. He specializes in portfolio design, stock strategies, estate planning, and lending services. Tom is a CERTIFIED FINANCIAL PLANNER™ certificant and a qualified Portfolio Manager at Merrill.

Merrill Lynch Financial Advisor I David Pelton is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. As your Merrill advisors, they offer advice, guidance, and long-term planning for investment strategies tailored to your life goals, risk tolerance, time horizon, and liquidity needs. The institution believes in starting every relationship with a conversation to understand and prioritize your goals. They offer personalized financial planning processes, utilizing research in behavioral finance to customize approaches that align with your investing preferences. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer services such as Merrill Personal Wealth Analysis™ to help clients document and achieve their financial goals. With a focus on understanding your priorities and financial situation, Merrill Lynch Financial Advisor I David Pelton is dedicated to helping individuals and families pursue their financial aspirations.

Merrill Lynch Financial Advisor W. Corby May is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. They offer access to a wide range of investment solutions from Merrill and banking products from Bank of America. Their team is dedicated to helping clients stay on track with timely insights on market trends and global economy. They provide personalized wealth management strategies tailored to each client's financial goals and priorities. The May Malfettone Gold Biblo Group works collaboratively to help clients make informed decisions and identify opportunities. By understanding each client's unique financial situation, they create flexible strategies to navigate changing market conditions. With a focus on transparency and realistic expectations, they aim to help clients manage, grow, and preserve their wealth for the future. Through conversations and assessments, they customize financial approaches to align with each client's investing preferences and goals. The institution goes beyond traditional advisory roles, offering a comprehensive range of services to help clients achieve financial success.

Merrill Lynch Financial Advisor Thomas E Sullivan is a distinguished finance institution located at 1325 Franklin Avenue in Garden City, New York, United States. The institution is known for its exemplary client service and has been recognized by Forbes for its top wealth management teams in high net worth categories. Thomas E Sullivan, a CERTIFIED FINANCIAL PLANNER™ certificant with over 15 years of industry experience, leads a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The team offers a range of services including portfolio design, stock strategies, estate planning, and lending solutions through Bank of America. As a Portfolio Manager, Thomas can help clients manage their investments on a discretionary basis. The institution's wealth management philosophy focuses on putting the investor at the center of their focus, tailoring financial strategies to individual goals and priorities. Clients benefit from personalized plans, access to investment insights from Merrill, and trust and fiduciary services from Bank of America Private Bank. The institution's approach to investing is grounded in understanding the client's unique needs and goals, ensuring that their financial approach evolves with their changing life circumstances. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive personalized plans and insights to help them achieve their financial goals. The institution also provides access to a Wealth Management Lending Officer from Bank of America, N.A. to assist with home lending needs. With a commitment to helping clients reach their goals and stay on track, Merrill Lynch Financial Advisor Thomas E Sullivan offers premier customer service, financial tools, and customized solutions to meet each client's individual needs.

Merrill Lynch Financial Advisor Martin E Schwartz, located at 1325 Franklin Avenue, Garden City, New York, United States, is a trusted institution in the finance industry. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill is committed to building strong client relationships based on trust and personalized service. They focus on understanding the things that matter most to you, such as family, goals, and priorities, and work with you to create a financial approach that reflects your unique needs. With access to the global resources of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth for the future. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Martin E Schwartz is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Anthony J Russo, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a sophisticated suite of financial strategies tailored to successful professionals and wealthy families. The Russo Rosenstein Group operates under the belief that financial decisions play a crucial role in enhancing clients' lives. With a boutique level of personal service and attention, the highly credentialed advisors educate and coach clients to ensure integrated strategies are followed. The institution works with a finite number of clients to provide personalized recommendations based on unique planning needs. They assist with both personal and business financial matters, including plan design and implementation for business owners. The team at The Russo Rosenstein Group has the experience and ability to manage high concentrations of wealth for affluent clients nationwide. Clients are not defined by the value of their assets, but by their personalities, priorities, and aspirations. The institution serves clients at various life stages, offering a strategic and analytical approach to financial planning. With a focus on multi-generational wealth management, the team helps clients achieve their significant goals for family, business, and philanthropy. The advisors proactively help clients navigate opportunities and circumstances, taking a holistic view of their financial picture. The institution is committed to providing high caliber intelligence and insight to support clients in achieving their financial goals. With a passion for superior wealth management, the team at The Russo Rosenstein Group is dedicated to providing personalized and professional service to clients.

Merrill Lynch Wealth Management, located at 1325 Franklin Avenue in Garden City, New York, is a leading finance institution dedicated to helping clients align their investments with their personal values and financial goals. The experienced advisors at this branch offer a wide range of wealth management services, including retirement income planning, guidance on stock positions, and access to estate planning services. Through volunteerism and charitable outreach, the branch actively supports the local community and nonprofit organizations. Clients of Merrill Lynch have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a global financial services firm to help them pursue their financial and life goals.

Merrill Lynch Financial Advisor Ronald J. Marciano is a seasoned professional with over 30 years of experience in the financial services industry. Located at 1325 Franklin Avenue in Garden City, New York, United States, Ron specializes in serving high net worth individuals, retirees, and small business owners. As a Chartered Retirement Counselor™ professional and Sports & Entertainment-Accredited Wealth Management Advisor™ designee, he focuses on money management, equities, mutual funds, insurance, and fixed income. Ron's investment philosophy emphasizes capital preservation and long-term growth, tailored to each client's individual needs and goals. Ron's commitment to his clients is evident in his solid work ethic, conservative investment approach, and dedication to client service. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. Ron is actively involved in the community, volunteering with organizations such as the Garden City Scholarship Fund, Scouts, and youth sports teams.

Merrill Lynch Financial Advisor Francesco Caiazzo, located at 1325 Franklin Avenue, Garden City, New York, is a trusted finance institution that is dedicated to providing exemplary client service. The team, supported by Merrill's global resources, is comprised of talented and experienced individuals who are committed to building strong client relationships based on trust and personalized service. They focus on understanding your goals and priorities, helping you create a financial approach that reflects your unique needs. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch Wealth Management is here to help you manage, grow, and preserve your wealth for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. Your financial advisor will help you design and implement a personalized plan intended to help you and your family pursue financial goals while managing investment risk. Let Merrill Lynch Financial Advisor Francesco Caiazzo help you achieve your goals and navigate the complexities of your financial life.

Merrill Lynch Financial Advisor Raffaele DeGruttola is located at 1325 Franklin Avenue, Garden City, New York, United States. The institution, CDB Wealth Management, believes in building good relationships through teamwork and involvement, delivered by their advisors and wealth management client associates. They offer access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at CDB Wealth Management works with clients to identify and prioritize personal financial goals, such as funding education, retirement planning, healthcare costs, and wealth preservation. They offer personalized financial strategies aligned with each client's individual goals. The institution begins every relationship with a conversation to understand the client's priorities and goals. They utilize the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences. The team at CDB Wealth Management helps clients track changes in their lives and goals to ensure their financial approach reflects these changes.

Merrill Lynch Financial Advisor Thomas C Nastasi, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by financial industry publications and Bank of America Corporation, our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, our financial advisors focus on what matters most to you - your family, goals, and priorities. Through in-depth conversations, we help you identify and prioritize your financial goals, whether it's planning for retirement, buying a home, or funding a child's education. Our Investment Personality Assessment allows us to customize a financial approach tailored to your unique preferences and goals.

Merrill Lynch Financial Advisor Elisabeth Dewailly is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Elisabeth is a partner in the Novick Dewailly Group at Merrill, specializing in impact investing. She provides tailored strategies for high-net-worth individuals, families, and businesses to help them achieve their financial goals. With a background in Stem Cell Biology and Computer Science from Harvard College, Elisabeth focuses on personalized plans through Merrill Personal Wealth Analysis™ to help clients reach their goals. By understanding each client's priorities, she designs and implements strategies to manage investment risk and turn goals into reality. The institution offers personalized investment approaches, financial solutions, and access to comprehensive services through Bank of America. Elisabeth is registered in multiple states and holds certifications such as CFP® and CFA®. The institution emphasizes the importance of understanding clients' needs and goals, providing insights, tips, and strategies to help clients live their best financial life. With a commitment to putting clients first, Merrill Lynch Financial Advisor Elisabeth Dewailly aims to help clients achieve their financial goals through a dedicated, one-on-one relationship.

Merrill Lynch Financial Advisor Matthew J. Biblo, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track towards their financial goals. By answering a few questions, clients can be matched with advisors best suited to their needs. The May Malfettone Gold Biblo Group is dedicated to helping clients navigate financial decisions and identify opportunities. With a focus on transparency, realistic goal-setting, and a team approach, the advisors work to create personalized wealth management strategies tailored to each client's unique circumstances. By understanding clients' aspirations, the advisors can develop flexible strategies to navigate changing market conditions and help clients manage, grow, and preserve their wealth. Through the Investment Personality Assessment, Merrill advisors gain a deeper understanding of clients' investing preferences to customize financial approaches that align with clients' goals. With access to the investing insights of Merrill and banking solutions from Bank of America, clients can make informed decisions as they pursue their financial objectives. The advisors at Merrill believe that financial success is achieved through thoughtful decision-making and adjustments that align with clients' goals. As clients' lives and goals evolve, the advisors provide tools to help track these changes and adjust financial approaches accordingly. With a focus on bringing fresh perspectives to clients' financial lives, the advisors at Merrill go beyond traditional roles to provide comprehensive financial guidance and support.

Merrill Lynch Financial Advisor Richard Matthew Eisman is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Managing your wealth with a deep understanding of your financial picture is the priority here. With a focus on what matters most to you, a flexible strategy is created to adapt to changing market conditions. Access to investment insights from Merrill and banking solutions from Bank of America is provided to help you pursue your personalized wealth management goals. The institution believes in community involvement and volunteering in organizations. Personalized wealth management strategies are developed through the Merrill Personal Wealth Analysis™ to create a plan centered on your goals. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting them as they change over time. By listening to your aspirations and priorities, a personalized financial approach is designed to help you achieve your goals. Investment decisions are made based on your personal goals and preferences, with a focus on turning your aspirations into reality. Regular check-ins are done to discuss any changes in your life and financial approach to ensure you stay on track towards your goals. The institution offers the latest investment insights, tips, and strategies to help you live your best financial life. Richard Eisman is registered to do business in various states. Remember that investing involves risk and past performance does not guarantee future results. It is recommended to consult legal and tax advisors before making any financial decisions. Merrill offers a range of services including brokerage, investment advisory, and financial planning. The institution aims to provide personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals.

Merrill Lynch Financial Advisor Scott D Curtis is a finance institution located at 805 Northern Boulevard, Great Neck, 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 institution offers services such as Registered Senior Wealth Management Client Associate and personalized financial planning. The advisors at Merrill Lynch Wealth Management focus on understanding the clients' goals, priorities, and aspirations to create a tailored financial approach. They provide investment insights, banking solutions, and personalized plans to help clients manage, grow, and preserve their wealth. With tools like the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the advisors work with clients to develop strategies that align with their unique needs and financial situations. The institution believes in staying connected with clients to adapt to changes in their lives and financial markets, ensuring they stay on track to achieve their goals. Merrill Lynch Financial Advisor Scott D Curtis puts the clients first, offering dedicated one-on-one relationships and comprehensive financial solutions. The advisors are committed to helping clients navigate the complexities of their finances and achieve their financial aspirations.

Merrill Lynch Financial Advisor Tracy Ann Scahill is a renowned finance institution located at 1325 Franklin Avenue in Garden City, New York, United States. With a strong reputation in the industry, Tracy Ann Scahill offers expert financial advice and guidance to clients looking to grow and manage their wealth effectively. Specializing in investment strategies, retirement planning, and wealth management, Merrill Lynch Financial Advisor Tracy Ann Scahill is dedicated to helping clients achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor Trevor VonKaenel is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Trevor VonKaenel offers a comprehensive approach to managing clients' financial assets by understanding their specific financial position, life stage, income level, risk tolerance, and family situation. He helps create a customized wealth management approach that can adapt to changing needs and market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can address various aspects of their financial life. Trevor VonKaenel focuses on providing excellent service to help clients define and achieve their financial goals. Additionally, he is actively involved in social activities in the communities he serves. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals. Trevor VonKaenel's mission is to understand clients' needs and help them pursue their personal financial goals while managing investment risk. By offering proactive communication, personalized service, and staying informed about new investment opportunities, he aims to exceed client expectations. Whether clients have modest financial assets or significant wealth, Trevor VonKaenel's wealth management approach addresses various financial issues. By working closely with other professionals and continually revisiting clients' financial approach, he helps them stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, clients can benefit from a dedicated relationship with Merrill Lynch Wealth Management Advisors. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. Clients can learn more about these services and their differences by speaking with a Merrill financial advisor.

Merrill Lynch Financial Advisor Daniel T. O'Connell, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized and professional financial services to individuals, families, and privately held companies. With over 30 years of experience, The O’Connell Group provides 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 specializes in managing assets on a tax-efficient basis, aiming to preserve and grow wealth for the long term. They work with a select group of clients, including business owners, corporate executives, and affluent families, offering a range of capabilities tailored to each client's unique needs and goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. As Merrill Lynch Wealth Management Advisors, they are dedicated to helping clients navigate the complexities of their financial lives and achieve their goals. With access to top-quality research and technology, the team provides personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.