TOP 30 Merrill lynch investment in New York, New York

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Merrill Lynch Financial Advisor Thomas O'Connor, located at 200 Park Avenue in New York, offers personalized wealth management strategies tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Thomas O'Connor can help you navigate the ever-changing market conditions and develop a flexible financial strategy. Thomas O'Connor believes in building strong relationships with clients and communities, volunteering time to give back. Through the Merrill Personal Wealth Analysis™, a personalized plan can be created to help you achieve your goals, whether it's saving for retirement, buying a home, or funding a child's education. By understanding your investment personality and preferences, Thomas O'Connor can customize a financial approach that aligns with what matters most to you.

Merrill Lynch Financial Advisor Steven Gottlieb is a prestigious finance institution located in New York, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill is committed to providing exemplary client service and building strong relationships based on trust and personalized service. The team at Merrill Lynch Wealth Management consists of talented and experienced individuals who utilize the global resources of Merrill to offer clients a breadth of potential solutions, premier customer service, and financial tools tailored to their unique circumstances. The advisors focus on understanding clients' goals, priorities, and aspirations, and work with them to develop personalized financial approaches to help them pursue what matters most.

Merrill Lynch Financial Advisor Connor Heine is located at 225 Liberty Street, New York, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, we are dedicated to helping clients achieve their financial goals. Our team of advisors offers a range of financial services, including investment advisory, financial planning, and brokerage services. Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions. Our affiliated companies provide insurance, annuity products, and trust services to help clients manage their wealth effectively. We strive to provide personalized advice and solutions tailored to each client's unique financial situation. Contact us today to start your journey towards financial success.

Located at 225 Liberty Street in New York, New York, Merrill Lynch Financial Advisor Anthony Richard Bottini III is a leading finance institution dedicated to providing personalized financial advice and guidance to individuals, families, and businesses. BHG & Associates, the team behind Merrill Lynch Financial Advisor Anthony Richard Bottini III, believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. With a focus on balanced financial planning, the team at Merrill Lynch Financial Advisor Anthony Richard Bottini III has extensive experience navigating various market cycles to help clients achieve their financial goals. They offer wealth management strategies, retirement income planning, guidance on concentrated stock positions, and sustainable and impact investing solutions. The team values each client's unique circumstances and goals, providing premier customer service and financial tools tailored to their needs.

Merrill Lynch Financial Advisor Jody P Sacks is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The AlexanderSacks Group is committed to helping clients pursue their goals by developing personalized financial approaches tailored to their specific needs. They prioritize client needs and oversee their progress over time, focusing on Goals Based Wealth Management and understanding the human side of finance. The institution offers access to Bank of America's products and services, as well as Merrill analytics, to individual and business clients. The team at The AlexanderSacks Group believes in earning the trust of clients by creating a transparent and responsive atmosphere. They work as a team, respecting each individual, and demonstrating integrity at all times. The institution believes in helping clients achieve their goals by providing personalized investment strategies and comprehensive financial solutions. With a focus on understanding clients' aspirations and priorities, The AlexanderSacks Group aims to create a financial approach that reflects their unique needs and financial situation. They offer ongoing support to help clients stay on track, regardless of market fluctuations. The team provides the latest investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and financial planning services.

Merrill Lynch Financial Advisor Stuart R Schoenfeld is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The team at Merrill Lynch is dedicated to building strong relationships with clients, providing personalized service, and helping individuals and families make important financial decisions. With access to global resources, the team is committed to understanding each client's goals, priorities, and aspirations. By developing personalized plans and implementing investment strategies, Merrill Lynch aims to help clients pursue their financial goals while managing risk. The institution offers a range of services, including personalized financial planning, investment insights, and banking solutions from Bank of America. The team of experienced advisors at Merrill Lynch Wealth Management is focused on helping clients achieve their goals, adapt to changes in the market, and make informed decisions. Whether clients are planning for retirement, saving for a home, or funding education, Merrill Lynch provides tailored solutions to address their needs and priorities. By getting to know each client personally, Merrill Lynch can create a financial approach that reflects their personality and helps them achieve their goals. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and pursue their long-term objectives.

Merrill Lynch Wealth Management Advisor Azaad Mohamed is a finance institution located at 36-35 Bell Boulevard, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, the District of Columbia, and several US territories, clients are guided towards achieving their desired lifestyles. Specializing in asset allocation, diversification, and rebalancing, Merrill Lynch helps clients navigate the complexities of investing. It is important to note that investing involves risks, and consultation with legal and tax advisors is recommended before making financial decisions. Services offered include brokerage, investment advisory, and financial planning. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, is a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. Banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch is committed to providing clients with information about products and services that may be beneficial to them. It is important to note that leaving the Bank of America website may redirect you to FINRA's BrokerCheck. Please refer to the institution's terms and privacy policies for more information.

Merrill Lynch Financial Advisor Simon Alexander, located at 266 Merrick Road, Lynbrook, New York, United States, offers personalized financial approaches to help clients pursue their most important goals. Whether planning for retirement, managing future expenses, or transferring wealth to future generations, the AlexanderSacks Group is committed to understanding clients' priorities and aspirations. By utilizing Merrill analytics and Bank of America's products and services, the group creates customized plans tailored to individual needs. The team focuses on Goals Based Wealth Management, emphasizing collaboration, transparency, and integrity in client relationships. Through the Investment Personality Assessment, clients can refine their investing preferences to align with their goals. With a dedicated team of experienced professionals, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help clients achieve their goals.

Merrill Lynch Financial Advisor Steven Roccuzzo, located at 75 Rockefeller Plaza in New York, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and tailored service. As part of Merrill Lynch Wealth Management, your financial advisor will focus on your family, goals, and priorities, adapting to your changing needs over time. Through conversations, they will help you identify and prioritize your financial goals, whether it's planning for retirement, saving for a home, or funding your child's education. By utilizing the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach to help you achieve your goals. With access to investment insights and banking solutions, they will work with you to develop a personalized plan to address your financial needs. The advisors at Merrill Lynch will help you design and implement a plan to manage, grow, and preserve your wealth while considering your long-term aspirations. By regularly reviewing your goals and financial approach, they will help you stay on track and adjust as needed. With a focus on understanding your priorities and offering tailored advice, Merrill Lynch Financial Advisor Steven Roccuzzo is committed to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Michael J Mellody is a finance institution located at 200 Park Avenue in New York, United States. Our team is dedicated to building strong client relationships based on trust and personalized service. We craft tailored portfolios using rigorous investment research to help you achieve your financial goals. Our approach is simple, transparent, and aligned with what matters most to you. We offer a breadth of potential solutions, premier customer service, and financial tools tailored to your unique circumstances. With our Investment Personality Assessment, we can customize your financial approach to reflect your goals and priorities. Our goal is to help you navigate life's changes and stay on track to achieve what's most important to you. We offer personalized financial strategies, one-on-one collaboration, and comprehensive financial solutions to address your needs and pursue your goals. Let us work together to help you reach your financial goals and live your best financial life.

Merrill Lynch Financial Advisor Gina Carosella, located at 200 Park Avenue in New York, is a prestigious finance institution dedicated to providing exemplary client service. Recognized by Forbes for their outstanding wealth management teams and advisors, they are committed to building strong client relationships based on trust and personalized service. Supported by the global resources of Merrill, their team of talented and experienced individuals work together to create informed strategies to help clients achieve their financial goals. Specializing in working with successful individuals and families, they offer tailored strategies that encompass every aspect of their financial lives, from investments to estate planning. With a focus on teamwork and collaboration, they provide high-touch service to ensure the financial needs of multiple generations are met. The GTC Group, a division of Merrill Lynch, specializes in working with business owners, including medical professionals, to preserve, grow, and transfer their wealth. From cash management to retirement planning, they provide comprehensive financial solutions to help clients navigate life's complexities. With a personalized approach centered on the client's goals and priorities, Merrill Lynch Financial Advisor Gina Carosella is dedicated to helping clients achieve financial success and peace of mind.

Merrill Lynch Financial Advisor John Mannix, located at 200 Park Avenue in New York, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities, adapting their approach as your needs evolve. By utilizing the Investment Personality Assessment, they tailor a financial strategy to help you pursue your unique goals. The LaGratta Mannix Group offers comprehensive wealth management services, catering to a diverse range of clients including individuals, families, business owners, executives, and 401(k) plans. They believe in a long-term, generational approach to financial planning, putting clients at the center of the investment process. The team conducts regular reviews to ensure that the asset allocation and individual holdings align with each client's goals and objectives. With access to BofA Global Research, they provide informed advice on investment decisions and strive to deliver a detailed wealth management strategy. Clients value the quality of advice and level of service provided by the LaGratta Mannix Group, resulting in many referrals from satisfied clients. The team is committed to continuous improvement and learning from their experiences to better serve their clients.

Merrill Lynch Financial Advisor Mark A Gutner is a renowned financial institution located at 266 Merrick Road, Lynbrook, New York, United States. With over 30 years of experience in the financial services industry, Mark has dedicated over 20 years to Merrill. His passion lies in helping clients manage their wealth effectively to meet their needs. Mark specializes in providing a comprehensive approach to wealth management for individuals and families. As a qualified Senior Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark, a father of two living in Manhattan, currently resides in Rockville Centre, New York with his wife, Allison. At Merrill Lynch Wealth Management, Mark focuses on building personalized financial plans centered around the client's goals and priorities. He believes in understanding each client's unique needs and designing a tailored plan to help them pursue their financial objectives while managing investment risk. Mark's approach is to provide potential solutions that can turn aspirations into reality.

Merrill Lynch Financial Advisor David A Paolino, located at 75 Rockefeller Plaza, New York, United States, offers personalized wealth management services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and tailored service. Paolino & Associates provide a goals-based approach to wealth management, putting clients at the center of the process. With access to Merrill's investment insights and Bank of America's banking solutions, they help clients prioritize and achieve their financial goals, whether it's planning for education, retirement, healthcare, or wealth preservation. The institution believes in developing a personalized financial approach that aligns with each client's aspirations and priorities. Through ongoing conversations and the Investment Personality Assessment, they tailor strategies to help clients pursue their financial goals and adapt to life changes. Merrill Lynch Wealth Management Advisors work to create customized investment approaches that address individual needs and objectives, keeping clients on track regardless of market fluctuations. With a focus on understanding what matters most to each client, they offer comprehensive financial solutions and personalized investment strategies. Whether planning for retirement, education, or other life events, Merrill Lynch Advisors are committed to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Edward W Blatz, located at 6965 Yellowstone Boulevard in New York, United States, is a top-tier finance institution dedicated to providing exemplary client service. Recognized by Forbes for having one of the "Best-in-State Wealth Management Teams" in 2024, the team at Merrill is supported by global resources and consists of talented individuals committed to building strong client relationships based on trust and personalized service. As a Senior Resident Director - Wealth Management Advisor, Edward W Blatz and his team take a hands-on approach to financial guidance, focusing on long-term strategies tailored to each client's specific needs, goals, and risk tolerance. By listening to clients' aspirations and priorities, they help develop personalized plans to manage, grow, and preserve wealth, while also addressing future goals such as healthcare expenses, education funding, and wealth transfer. With access to investment insights from Merrill and banking solutions from Bank of America, Merrill Lynch Financial Advisor Edward W Blatz is dedicated to helping clients achieve financial stability and independence, providing an exemplary level of service and advice to become a lifetime resource for their financial well-being.

Merrill Lynch Financial Advisor Ravit Kaye, located at 266 Merrick Road, Lynbrook, New York, United States, offers a full range of wealth management services to highly accomplished individuals and their families. Ravit and her team of investment industry professionals combine their knowledge and capabilities with the global resources of Merrill to provide exemplary client service. With recognition from Forbes as a Top Women Wealth Advisor, Ravit is dedicated to helping clients achieve their financial goals through personalized advice and guidance. As a Chartered Retirement Planning Counselor™ and Merrill qualified Portfolio Manager, she can help clients pursue their objectives by managing their investments on a discretionary basis. With a background in finance and economics, Ravit is committed to building strong client relationships based on trust and personalized service. Whether it's transferring wealth to the next generation or customizing your financial approach, Ravit focuses on what matters most to you and your family. By understanding your goals and priorities, she can create a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. Let Merrill Lynch Wealth Management Advisors help you navigate the financial complexities of life and build a customized investment approach to pursue your goals.

Merrill Lynch Financial Advisor Sophia Aslam, located at 266 Merrick Road, Lynbrook, New York, offers a personalized approach to financial planning. With a background in Economics and Journalism from Karachi University and a master's degree in Business Administration from New York Institute of Technology, Sophia Aslam has been in the financial services industry since 2000. By combining the investment resources of Merrill and the banking convenience of Bank of America, Sophia Aslam helps clients address various aspects of their financial lives. Sophia believes in building a personalized plan centered on clients' goals and priorities, adapting to changes in their lives and the financial markets. Through a deep understanding of clients' needs and aspirations, Sophia works to design and implement a financial approach that helps them pursue their goals while managing investment risk. Whether planning for retirement, buying a home, funding education, or passing wealth to future generations, Sophia focuses on providing customized solutions tailored to each client's unique circumstances. With a commitment to community involvement and ongoing support, Sophia Aslam is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor David Rubin is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. David Rubin is a dedicated Financial Advisor at Merrill Lynch Wealth Management, focusing on providing personalized portfolio management to affluent families, accomplished professionals, and successful business owners. He believes in building long-term relationships with his clients and educating them on their financial situation to help them achieve their financial goals. In his leisure time, David enjoys travelling, cycling, cooking, and being an active member of his community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By understanding your investment personality and goals, David can help you create a financial approach that reflects your unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, he can assist you in managing, growing, and preserving your wealth. David is registered to do business in multiple states and offers investment insights, tips, and strategies to help you achieve your financial goals.

Merrill Lynch Financial Advisor John Pierce Jonza, located at 266 Merrick Road, Lynbrook, New York, United States, is a finance institution dedicated to managing your wealth through a personalized and flexible strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, John Pierce Jonza and his team offer personalized wealth management strategies to help you pursue your goals. By participating in the community and volunteering with local organizations, John Pierce Jonza follows the Merrill tradition of building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is developed and documented to help you achieve what matters most to you.

Merrill Lynch Wealth Management is a prestigious finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With a reputation for excellence in financial services, Merrill Lynch offers a wide range of wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced financial advisors provide personalized advice and guidance to clients, helping them navigate the complexities of the financial world and make informed decisions. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Merrill Lynch Wealth Management is dedicated to helping you build a secure financial future.

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.