TOP 30 Merrill lynch investment in Great Neck, New York

41 results found

Merrill Lynch Financial Advisor Marvin Benak, located at 805 Northern Boulevard in Great Neck, New York, is 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, Marvin Benak and his team work to build strong client relationships based on trust and personalized service. Marvin Benak believes in the importance of understanding each client's unique financial situation and goals in order to create a customized plan to help them pursue their aspirations. By utilizing the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Marvin can gain a deeper understanding of each client's needs and preferences to develop a financial approach that aligns with their objectives.

Merrill Lynch Financial Advisor Robert T Steck is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. The institution specializes in managing wealth by creating flexible strategies tailored to individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, the team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Robert Steck and his team believe in understanding each client's unique financial situation and goals to create personalized wealth management strategies. The Merrill Personal Wealth Analysis™ helps to build a personalized plan centered on individual goals and aspirations. By utilizing the Investment Personality Assessment, they can gain a deeper understanding of each investor's preferences and customize financial approaches accordingly.

Merrill Lynch Financial Advisor Seth B Kaplan is a reputable financial institution located at 805 Northern Boulevard, Great Neck, New York, United States. Specializing in finance, the institution offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Merrill Lynch Financial Advisor Seth B Kaplan is dedicated to providing top-tier financial guidance to individuals and businesses alike. Trustworthy, knowledgeable, and experienced, this institution is a trusted partner in navigating the complexities of the financial world.

Merrill Lynch Financial Advisor Dennis W. Singh is located at 805 Northern Boulevard, Great Neck, New York, United States. Dennis has extensive experience in the financial services industry, working in various capacities in Australia, Switzerland, and the United States since 1998. He offers solutions tailored to his clients' risk tolerances, time horizons, and overall investment goals, covering areas such as credit and lending, investment planning, retirement planning, and income replacement strategies. Dennis is dedicated to helping individuals, families, businesses, and organizations achieve their financial goals. He is skilled in working with professional organizations to enhance their membership value and helps business clients create passive income streams through revenue sharing programs. Dennis holds FINRA registrations and is a member of the Market Technicians Association and the Chicago Board of Options Exchange.

Merrill Lynch Financial Advisor Colin M. Obsitnik, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of wealth management services to corporate executives and their families. Colin and his team of investment industry professionals leverage the global resources of Merrill Lynch Wealth Management to provide personalized financial strategies tailored to individual goals and priorities. With expertise in corporate benefit programs, including equity compensation and retirement plans, Colin helps clients integrate their corporate benefits into a comprehensive long-term financial strategy. Committed to community involvement, the team at Merrill Lynch Financial Advisor Colin M. Obsitnik dedicates time to volunteering with local organizations. Through Merrill Personal Wealth Analysis™, clients can work with their financial advisor to build a personalized plan centered on their unique goals and aspirations.

Merrill Lynch Financial Advisor Nils Bosch, located at 805 Northern Boulevard, Great Neck, New York, United States, is a finance institution supported by the global resources of Merrill. The team is composed of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Wealth Management Client Associate and Resident Director Assistant, Nils Bosch focuses on understanding your family, goals, and priorities, adapting to changes over time. The institution offers a personalized approach to financial planning, starting with a conversation to identify and prioritize your goals. By utilizing the Investment Personality Assessment, they aim to refine your investing preferences and develop a customized financial approach tailored to your needs. The Bresnahan Bosch Group at Merrill Lynch Wealth Management provides a holistic approach to wealth management, working closely with other trusted advisors to address various financial aspects. Through the Merrill Personal Wealth Analysis™, they create a personalized plan centered on your goals. The institution emphasizes the importance of regular check-ins to discuss changes in your life and financial approach, ensuring you stay on track to achieve your objectives. With a focus on building a one-on-one relationship, Merrill Lynch Financial Advisor Nils Bosch helps you navigate the complexities of your financial life and pursue your goals.

Merrill Lynch Financial Advisor Robert Di Lorenzo is a leading finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With a team of experienced professionals, they offer expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Robert Di Lorenzo is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards financial success.

Merrill Lynch Financial Advisor Amanda Barclay, located at 805 Northern Boulevard, Great Neck, New York, is a distinguished financial institution that prides itself on providing exemplary client service. Amanda Barclay, a Senior Financial Advisor and Senior Vice President, leads the Barclay Group in guiding multigenerational families and Corporate Executives through specialized wealth advisory services. The institution offers personalized wealth management, executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. Amanda Barclay is a recognized leader in the financial industry, having been named in Forbes' "Top Women Wealth Advisors Best-in-State” 2024. With a career that began in 1999, Amanda is committed to empowering clients to feel confident, connected, and in control of their financial futures. She volunteers in her community to empower women with confidence and success, supporting science, medical services, and underserved women.

Merrill Lynch Financial Advisor Terence M. Higgins, Jr. is a trusted finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With years of experience and expertise in financial planning, Terence M. Higgins, Jr. provides personalized advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, you can rely on Merrill Lynch Financial Advisor Terence M. Higgins, Jr. to provide professional and reliable services tailored to your individual needs.

Merrill Lynch Financial Advisor Frank J. Grieco, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Frank and his team work with high-net-worth individuals and families to help achieve financial goals. With a focus on building meaningful relationships, Frank creates customized financial plans aligned with client priorities. Holding various FINRA registrations and insurance licenses, Frank provides personalized advice and ongoing support to navigate market fluctuations. Outside of work, Frank volunteers as a Captain in the Jericho Fire Department and enjoys activities like surfing and spending time with family. Through Merrill and Bank of America's resources, Frank helps clients manage, grow, and preserve wealth, tailored to their unique needs and aspirations. With a commitment to understanding each client's goals and priorities, Frank strives to help clients pursue financial success and make informed decisions for the future.

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.

Merrill Lynch Financial Advisor Archibald "Arch(ie)" Walker is a prestigious finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With years of experience and expertise in the financial industry, Arch(ie) Walker offers personalized financial advice and investment strategies to help clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, Arch(ie) Walker is dedicated to providing top-notch financial services tailored to your individual needs. Trust Merrill Lynch Financial Advisor Archibald "Arch(ie)" Walker to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Christine M Savarese-Barral is a reputable financial institution located at 805 Northern Boulevard in Great Neck, New York. Specializing in finance, this institution provides expert financial advice and services to help clients achieve their financial goals. With a dedicated team led by Christine M Savarese-Barral, clients can trust in personalized and professional financial guidance tailored to their individual needs. Whether looking to invest, plan for retirement, or manage wealth, Merrill Lynch Financial Advisor Christine M Savarese-Barral offers a comprehensive range of services to help clients secure their financial future.

Merrill Lynch Financial Advisor Stacey Kitay is a dedicated professional with 30 years of experience in helping clients manage their wealth. Located at 805 Northern Boulevard, Great Neck, New York, United States, Stacey takes a comprehensive approach to financial planning, focusing on understanding each client's unique goals and needs. She offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Stacey is committed to providing excellent service and assisting clients in pursuing their financial objectives. With an MBA in health care, she is also passionate about helping people in transition navigate their financial journey. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Stacey works with clients to develop personalized plans centered on their goals and priorities. By regularly reviewing and adjusting financial approaches, Stacey ensures that clients stay on track to achieve their aspirations. As a Merrill Lynch Wealth Management Advisor, Stacey puts her clients first, offering customized investment strategies and comprehensive financial solutions tailored to their individual needs. Whether planning for retirement, education, or other life milestones, Stacey is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Joseph S. Grieco is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Joseph has been in the financial service industry since 2000 and joined Merrill Lynch Wealth Management in 2010. He specializes in simplifying the lives of high net worth individuals and their families by providing customized wealth strategies to meet all of their financial needs. Joseph's approach to wealth management is consultative, objective, and focused on excellence. He takes the time to listen and understand each client's specific financial situation, preferences, and needs. Joseph coordinates with accountants and attorneys to ensure that all objectives are being met. He offers a wide range of services including investments, life insurance, trust and estate planning, and banking services from Bank of America. Joseph provides personalized service to a select group of clients and helps elderly clients organize their financial life and develop tax-efficient wealth transfer strategies. He is committed to attention to detail and outstanding customer service. Visit The Grieco Group website for more information. Joseph believes in building a personalized financial plan centered on your goals and what you want to achieve. His team is dedicated to building strong client relationships based on trust and personalized service. Get the latest investment insights, tips, and strategies from Merrill Lynch Wealth Management.

Merrill Lynch Financial Advisor Mark V Alberti is a reputable financial institution located at 805 Northern Boulevard in Great Neck, New York, United States. As a finance institution, Merrill Lynch provides expert financial advice and services to help clients manage their investments and achieve their financial goals. With Mark V Alberti at the helm, clients can trust in his expertise and experience to guide them towards making informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Merrill Lynch Financial Advisor Mark V Alberti is dedicated to helping you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Eric S Goodman is a reputable finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. Specializing in providing expert financial advice and services, the institution is known for its dedication to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Merrill Lynch Financial Advisor Eric S Goodman is committed to providing top-notch financial guidance to individuals and businesses alike.

Merrill Lynch Financial Advisor Gary Ringel 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 dedicated to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch Wealth Management focus on your family, goals, and priorities, adapting as they change over time. By working closely with you to identify your goals, they create a financial strategy that reflects your investment style and life plan. The team is committed to helping you address your financial goals at every stage of your life, whether you are focused on growing, preserving, or transferring wealth. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize the financial approach that aligns with your goals. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals and aspirations. By staying connected and revisiting your financial approach, the team ensures you stay on track to achieve what matters most to you. Let Merrill Lynch Wealth Management Advisors guide you through the financial complexities of life, helping you build a customized investment approach to pursue your goals. With a one-on-one relationship, personalized investment strategies, and access to comprehensive financial solutions, Merrill Lynch Financial Advisor Gary Ringel is dedicated to helping you live your best financial life.

Merrill Lynch Financial Advisor Jacqueline S Knoll, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed on market trends and global economy updates to stay on track with your financial goals. By understanding your financial needs, a personalized wealth management strategy can be created to adapt to changing market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, you can make informed decisions as you pursue your goals. Beyond traditional advising, Merrill provides a comprehensive range of financial services to help you build a secure financial future for yourself and your family. Consult with a Merrill financial advisor to understand the differences between brokerage and investment advisory services and determine the best approach for your financial needs. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., while insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency. With a focus on personalized financial strategies and access to a wide range of financial products, Merrill Lynch Financial Advisor Jacqueline S Knoll is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor David F Morrisey is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting to any changes that may occur over the years. By starting with a conversation, we identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. We use the Investment Personality Assessment to understand your investing preferences and customize a financial approach that aligns with your goals. With access to Merrill's investment insights and Bank of America's banking solutions, we develop a personalized plan to address your financial needs. Our mission is to understand you and what matters most, helping you pursue your financial goals and manage investment risks. We provide ongoing support to ensure you stay on track to achieve what's important to you. Let's work together to help you reach your goals and live your best financial life.

Merrill Lynch Financial Advisor Frank Falco, located at 805 Northern Boulevard, Great Neck, New York, United States, is a finance institution dedicated to managing your wealth through a personalized approach. With a deep understanding of your financial goals and priorities, Frank Falco can create a flexible strategy tailored to today's market conditions. As part of the Merrill tradition, Frank is actively involved in the community through volunteer work. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, supported by the global resources of Merrill. Frank's team consists of experienced individuals committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Keith McCormack, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with market insights and global economic updates to help you navigate your financial goals. By understanding your unique financial situation, Keith McCormack can create a personalized wealth management strategy tailored to your needs. With access to the investing insights of Merrill and the banking capabilities of Bank of America, you can make informed decisions as you pursue your financial objectives. Beyond traditional advising, Merrill offers a comprehensive range of brokerage, investment advisory, and financial planning services. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., ensuring a holistic approach to managing your wealth. Contact Merrill Lynch Financial Advisor Keith McCormack to bring new perspectives to your financial life and work towards building a secure future for yourself and your family.

Merrill Lynch Financial Advisor Mike Bi is a reputable finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With a focus on providing personalized financial advice and guidance, Merrill Lynch offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Merrill Lynch is dedicated to helping you make informed decisions and secure your financial future. Contact Merrill Lynch Financial Advisor Mike Bi today to schedule a consultation and take the first step towards financial success.

Merrill Lynch Financial Advisor Camillo D'Angelo, located at 805 Northern Boulevard, Great Neck, New York, offers personalized wealth management strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Camillo D'Angelo can help you navigate the ever-changing market conditions and create a flexible financial strategy. As a part of the Merrill tradition of community involvement, Camillo volunteers with local organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis, a personalized plan can be developed centered on your aspirations and focused on achieving your desired outcomes. With a focus on understanding your priorities, family, and goals, Camillo D'Angelo works to create a financial approach that reflects your unique needs and situation. By utilizing the Investment Personality Assessment and ongoing conversations, Camillo can help you make informed investment decisions and adjust your financial approach as your life evolves. The goal is to help you manage, grow, and preserve your wealth while pursuing your financial objectives.

Merrill Lynch Financial Advisor Richard J Morrow is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at this institution is composed of talented and experienced individuals dedicated to establishing strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, the financial advisor at Merrill Lynch Wealth Management focuses on what matters most to you - your family, goals, and priorities. The mission of the institution is to understand you and your financial goals, designing and implementing a personalized plan to help you pursue those goals while managing investment risk. By focusing on potential solutions that can turn your aspirations into reality, the team at Merrill Lynch aims to help you achieve financial success. Through conversations, the institution helps you identify and prioritize your goals, providing advice and guidance tailored to your needs. The Investment Personality Assessment is used to gain a deeper understanding of your investing preferences and customize a financial approach that aligns with your goals. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered around your objectives. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's important to you. The institution offers insights, tips, and strategies to help you live your best financial life. Certified by the Chartered Retirement Planning Counselor™ and the Certified Financial Planner Board of Standards, Inc., Merrill Lynch Financial Advisor Richard J Morrow is committed to helping you reach your financial goals.

Merrill Lynch Financial Advisor Brian J Croutier, located at 805 Northern Boulevard, Great Neck, New York, United States, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. They offer a Wealth Management Client Associate - Resident Director Assistant service, focusing on your family, goals, and priorities as they evolve over time. Through conversations, they help you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. The team believes in achieving financial success by making investment decisions that align with your goals and values. They offer the Investment Personality Assessment to better understand your investing preferences and customize a financial approach to help you reach your goals. The Bresnahan Bosch Group aims to provide the resources of a prestigious wealth management firm with personalized service. They offer Merrill Personal Wealth Analysis™ to create a personalized plan centered on your goals. The team stays in touch to discuss any changes in your life or financial situation, ensuring you stay on track to achieve your goals. With a focus on your priorities and personalized advice, Merrill Lynch Financial Advisor Brian J Croutier is dedicated to helping you reach your financial goals.

Merrill Lynch Financial Advisor Thomas P Schalk is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. They prioritize understanding your goals and priorities through personalized conversations. They believe in helping you make investment decisions that align with your meaningful goals, whether it's planning for retirement, buying a home, funding education, or passing on wealth to future generations. Their team of experienced professionals uses the Investment Personality Assessment to tailor a financial approach to your preferences. They offer personalized plans, investment insights, and banking solutions to help you manage, grow, and preserve your wealth. With a focus on exemplary client service, they aim to build strong relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ and regular check-ins, they ensure your financial approach reflects changes in your life and the markets. They are committed to helping you achieve your goals and stay on track through personalized strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Christian H Axelson is a finance institution located at 805 Northern Boulevard, Great Neck, 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. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, your advisor helps you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. The Investment Personality Assessment helps customize your financial approach based on your investing preferences. With access to Merrill's investment insights and banking solutions from Bank of America, your advisor will work with you to develop a personalized plan to address your financial needs. The goal is to help you achieve your aspirations and manage investment risk while staying focused on your goals. Merrill Personal Wealth Analysis™ can build a personalized plan centered on your goals. Regular check-ins and adjustments to your financial approach help you stay on track to achieve what's most important to you. Let your Merrill Lynch Wealth Management Advisor help you navigate the complexities of your financial life and work towards your goals.

Merrill Lynch Financial Advisor John Huber is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. At FCMH Wealth Management & Associates, clients can expect an uncommon level of wealth management, especially during critical financial junctures. The institution serves a diverse clientele from various backgrounds and industries, including senior-level corporate executives, physicians, attorneys, entrepreneurs, athletes, entertainers, and financial sponsor principals.

Merrill Lynch Financial Advisor Mandy J. Rofe, located at 805 Northern Boulevard, Great Neck, New York, is a trusted finance institution dedicated to helping clients prioritize and pursue their financial goals. Mandy focuses on connecting all aspects of clients' financial lives to create personalized strategies aligned with their aspirations. With over 25 years of experience in the financial services industry, Mandy is committed to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, Mandy and her team offer a wide range of resources to help clients navigate the complexities of their financial lives. From personalized investment strategies to comprehensive financial solutions, they are dedicated to helping clients achieve their goals. By understanding each client's unique needs, priorities, and financial situation, Mandy works to design a tailored approach that reflects their individual circumstances.