TOP 30 Merrill personal wealth analysis in New York, New York

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Merrill Lynch Financial Advisor Jayne D. Finst is a dedicated Wealth Management Advisor located at 75 Rockefeller Plaza in New York City. With over a decade of experience in the investment industry, Jayne specializes in providing personalized financial advice and services to ultra-high net worth and high net worth individuals and their families. She works closely with clients to create efficiencies within their complex financial lives, allowing them to focus on their goals and aspirations. Jayne combines a rigorous approach to investing with a commitment to providing the highest levels of service to her clients. She offers access to the resources and capabilities of Merrill Lynch Wealth Management and Bank of America, ensuring clients have a comprehensive platform to manage every aspect of their financial lives. Jayne believes in delivering highly accessible, responsive service that exceeds expectations, and she collaborates with third-party advisors to offer a fully integrated approach to wealth management.

Merrill Lynch Financial Advisor Scott R Blair, located at 100 Jericho Quadrangle in Jericho, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Scott Blair can help you navigate the ever-changing market conditions and create a flexible financial plan that aligns with your priorities. Scott Blair believes in building long-lasting relationships with clients by truly understanding their needs and aspirations. Through thoughtful conversations and personalized financial analysis, he helps clients pursue their goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations.

Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

Merrill Lynch Financial Advisor Gregg A Marano is a finance institution located at 50 New York 111, Smithtown, New York, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. They offer personalized one-on-one conversations to get to know you and your family's needs, focusing on both your current life goals and planning for your legacy. Gregg Marano, a Senior Vice President and Financial Advisor at Merrill Lynch, has a wealth of experience and certifications in the financial industry. He has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in 2023. With a background in portfolio construction, retirement planning, and business transition, Gregg and his team use Merrill's global resources to provide strategic recommendations tailored to high net-worth clients and business owners.

Merrill Lynch Financial Advisor Robert LaPietra, located at 75 Rockefeller Plaza in New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Robert LaPietra can help you navigate the ever-changing market conditions and create a flexible strategy to help you pursue your aspirations. Robert LaPietra follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. By understanding your investment personality and financial objectives, Robert LaPietra works with you to design and implement a customized financial approach that aligns with your life priorities.

Merrill Lynch Financial Advisor Joseph Siemens is a seasoned professional with over 30 years of experience in the finance industry. Located at 225 Liberty Street in New York City, Joseph Siemens offers personalized financial planning services to clients across the United States. Having started his career at a regional firm in Louisville, Kentucky, Joseph Siemens now serves as a Senior Portfolio Manager at Merrill Lynch Wealth Management's Manhattan Rockefeller Center office. He also maintains offices in Key West, Florida, and the financial district in New York City.

Merrill Lynch Financial Advisor McClain Bishop is a prestigious finance institution located at 114 West 47th Street, New York, United States. The institution is known for its exemplary client service and has received recognition from financial industry publications, including Forbes. As a Partner and Financial Advisor with the Branch-Zorda Wealth Management Group, McClain Bishop and his team are dedicated to building strong client relationships based on trust and personalized service. With a focus on wealth management for individuals and families, as well as executives in various industries, the institution provides tailored financial solutions to help clients achieve their goals. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team at Merrill Lynch works closely with clients to develop personalized plans that align with their aspirations and priorities. With a commitment to understanding each client's unique needs and goals, Merrill Lynch Financial Advisor McClain Bishop is dedicated to helping clients achieve financial success and realize their dreams.

Merrill Lynch Financial Advisor Alex Zamoyski, located at 200 Park Avenue, New York, offers personalized financial planning services tailored to your goals and priorities. With a background in both Political Science and Finance, Alex brings a unique perspective to wealth management. He believes in building a strong relationship with each client, starting with a conversation to understand their aspirations and concerns. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Alex can create a customized approach to help you achieve your financial goals. Whether you are planning for retirement, saving for a major purchase, or considering wealth transfer, Alex will work with you to develop a comprehensive plan that addresses your needs. With access to the resources of Merrill and Bank of America, he can offer investment strategies and banking solutions to help you navigate the complexities of the financial markets.

Merrill Lynch Financial Advisor Christopher Haliskoe, located at 200 Park Avenue, New York, offers a consultative approach to financial planning for individuals and business owners. With a B.S. in Economics from Fairfield University and years of experience in wealth management, Chris is dedicated to helping clients reach their personal and financial goals through detailed planning and market expertise. Active in his community, Chris is involved in mentorship programs and serves as the Parish Council President at St Ann Church in Hoboken, NJ. His team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, focusing on family, goals, and priorities. Through the Merrill Personal Wealth Analysis™, they create personalized plans centered on each client's unique aspirations. By understanding clients' investment preferences and financial goals, they develop customized approaches to help them pursue what matters most. With access to the global resources of Merrill and Bank of America, the team at Merrill Lynch Wealth Management is dedicated to helping clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches, they help clients stay on track to achieve their goals and navigate changes in the market and in their lives. As registered advisors in multiple states, including AZ, CA, CT, FL, NJ, NY, and TX, the team at Merrill Lynch is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Merrill Lynch Financial Advisor Marshall I Dumont is a reputable institution located at 75 Rockefeller Plaza in New York, United States. With 40 years of experience in the financial services industry, Marshall focuses on serving his growing clientele by providing personalized financial planning services. He holds a bachelor's degree in Hotel Management from Cornell University and an MBA in International Business from CUNY-Baruch College. Marshall follows the Merrill tradition of community involvement and volunteering. At Merrill Lynch Wealth Management, Marshall believes in building a personalized financial plan centered on your goals and priorities. By understanding your unique needs and aspirations, he can help you pursue your financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. The institution offers the Merrill Personal Wealth Analysis™ to help clients document their financial goals and track changes in their financial approach over time.

Merrill Lynch Financial Advisor Manpreet Saluja, located at 114 West 47th Street, New York, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Manpreet Saluja follows a disciplined process that begins with getting to know you, your family, and your financial situation to help you achieve your financial goals. With a CRPC designation, Manpreet is dedicated to delivering excellent service and personalized financial plans tailored to your needs. By focusing on potential solutions and providing access to investment insights and banking solutions, Manpreet works with you to develop a financial approach designed to address your financial needs and goals. The institution offers tools to help you keep track of changes in your life and goals, ensuring that your financial approach evolves accordingly. With a focus on understanding your goals and priorities, Merrill Lynch Financial Advisor Manpreet Saluja aims to provide fresh perspectives to your financial life and help you make informed decisions as you pursue your financial goals.

Merrill Lynch Financial Advisor Clayton Cohen, located at 75 Rockefeller Plaza in New York, is dedicated to helping you manage your wealth through personalized strategies tailored to your financial goals. With access to the investment insights of Merrill Lynch and the banking solutions of Bank of America, Clayton Cohen can assist you in navigating today's changing market conditions. By participating in community service and volunteering, Clayton Cohen embodies the Merrill tradition of serving the communities we work in. Through the Merrill Personal Wealth Analysis™, Clayton Cohen can develop a personalized plan centered on your aspirations and priorities. By understanding your investment personality and goals, Clayton Cohen can customize a financial approach to help you pursue what matters most to you. Whether you are planning for retirement, saving for a home, or considering passing on your wealth to future generations, Clayton Cohen can work with you to create a plan to manage, grow, and preserve your wealth.

Merrill Lynch Financial Advisor Eric Frey, located at 200 Park Avenue, New York, New York, United States, is dedicated to helping families manage their wealth and provide trustworthy advice. Specializing in advanced financial strategies, Eric also assists with income tax planning, estate planning, concentrated stock, intergenerational wealth transfer strategies, trust services, and philanthropic planning. Committed to the Merrill tradition of community involvement, Eric volunteers with local organizations to give back. The Merrill Personal Wealth Analysis™ is used to create personalized plans centered on individual goals. With the support of Merrill's global resources, Eric's team is focused on building strong client relationships through trust and personalized service. By understanding each client's priorities and aspirations, Eric tailors financial approaches to help them achieve their goals. Through the Investment Personality Assessment, Eric gains insight into clients' investing preferences to customize strategies that align with their values. Regular reviews and adjustments ensure that financial plans adapt to changing circumstances. Eric's mission is to understand each client's unique needs and help them pursue their financial goals with confidence. As a Certified Financial Planner, Eric is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. With a focus on personalized service and ongoing support, Eric and his team at Merrill Lynch Wealth Management are committed to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Keith Matthew Conboy, located at 200 Park Avenue in New York, New York, United States, is dedicated to understanding your values and helping you achieve your financial goals. With a focus on serving the unique wealth management needs of financial professionals, business owners, attorneys, and corporate executives, Keith Conboy leverages the investment insights of Merrill and the banking convenience of Bank of America to provide tailored strategies for clients and their families. With a personalized approach, Keith helps clients pursue short- and long-term financial goals, save time, make informed decisions, and drive progress. As a Chartered Retirement Planning Counselor, Keith is committed to delivering excellent service and helping clients prepare for retirement, navigate market volatility, and plan their legacies. By developing a personalized plan centered on your goals, Merrill Personal Wealth Analysis™ can help you achieve financial success while adapting to changes in your life and the markets. With a focus on understanding your priorities and providing personalized service, Keith Conboy and his team at Merrill Lynch Wealth Management are here to help you reach your goals and live your best financial life.

Merrill Lynch Financial Advisor Thomas R DeSanctis is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. With a focus on managing your wealth through a personalized approach, they offer access to investment insights from Merrill and banking solutions from Bank of America. Their services include personalized wealth management strategies, community involvement, and a personalized financial plan through Merrill Personal Wealth Analysis™. By understanding your goals and priorities, they help you pursue financial success through tailored investment strategies. With a strong emphasis on building relationships, they prioritize getting to know you and your family to create a financial approach that aligns with your life priorities. They offer ongoing support to help you stay on track and adjust your approach as your goals evolve. With a dedicated team of advisors, they provide personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals.

Merrill Lynch Financial Advisor Wayne W Pon located at 200 Park Avenue, New York, New York, United States, offers personalized wealth management strategies to help you pursue your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Wayne Pon can assist you in creating a flexible financial strategy tailored to your needs. Through the Merrill Personal Wealth Analysis™, Wayne Pon can develop a personalized plan centered on your aspirations and priorities. By understanding your goals and preferences, Wayne Pon can help you make informed investment decisions and navigate changing market conditions. As a Chartered Retirement Planning Counselor™, Wayne Pon is dedicated to helping you achieve your financial objectives and address fluctuations in the market. With a focus on building a long-term relationship based on trust and understanding, Wayne Pon is committed to helping you reach your goals and stay on track, no matter how your life and financial situation may change. Contact Wayne Pon to learn more about how he can assist you in managing, growing, and preserving your wealth for the future.

Merrill Lynch Financial Advisor Charles A. Bell, located at 200 Park Avenue, New York, New York, United States, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Charles A. Bell can help you navigate today's changing market conditions. By participating in the communities they serve, Charles A. Bell demonstrates a commitment to giving back. Through the Merrill Personal Wealth Analysis™ process, a personalized plan is developed centered on your unique goals. By understanding your investment personality and preferences, Charles A. Bell can create a customized financial approach to help you achieve what matters most to you. Regular check-ins and adjustments ensure your financial plan stays aligned with your evolving life and goals. With a focus on building a relationship based on trust and understanding, Charles A. Bell is dedicated to helping you pursue your financial aspirations. Whether you are planning for retirement, saving for a major life event, or seeking advice on passing wealth to future generations, Charles A. Bell will work with you to develop a comprehensive approach to address your financial needs. Contact Merrill Lynch Financial Advisor Charles A. Bell to start the conversation about your financial future.

Merrill Lynch Financial Advisor Daniel G Kiashek is a finance institution located at 225 Liberty Street, New York, New York, United States. They offer the investment insights of Merrill® along with access to the banking convenience and lending solutions of Bank of America. Daniel G. Kiashek, Senior Financial Advisor, has a wealth of experience advising Ultra High Net Worth clients since 2011. He is dedicated to helping clients explore financial possibilities in today's changing markets. Daniel holds a B.A. in Automotive Design from Coventry University and an M.B.A. from NYU’s Leonard N. Stern School of Business. He is passionate about supporting the LGBTQ Community and its Allies. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on clients' goals and priorities. The institution focuses on understanding clients' changing needs over time and offers tools to help track these changes in their financial approach. Daniel Kiashek is registered to do business in multiple states and provides personalized investment strategies tailored to each client's unique needs and financial situation.

Merrill Lynch Financial Advisor Kevin B. Busch, located at 114 West 47th Street in New York, New York, offers insights, observations, and ideas to help individuals pursue their financial goals. With Merrill Personal Wealth Analysis®, a personalized plan can be built and documented based on individual goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships and providing personalized service. Kevin Busch is registered to do business in several states and holds the Chartered Retirement Planning Counselor™ certification. The institution focuses on understanding each client personally and designing a financial approach that reflects their unique needs and priorities. By staying informed on the latest investment insights and strategies, clients can work towards achieving their financial goals. The institution emphasizes the importance of ongoing communication and adjustments to financial approaches as life and goals change. With access to the resources of Merrill and Bank of America, clients can receive comprehensive financial solutions tailored to their needs.

Merrill Lynch Financial Advisor Michael J Luparella, located at 75 Rockefeller Plaza, New York, New York, United States, offers insights, observations, and ideas to help clients pursue their financial goals. With 15 years of experience in the financial services industry, Michael J Luparella and his team provide personalized wealth plans and access to banking solutions from Bank of America. They specialize in corporate benefit programs and help corporate executives integrate their benefits into a long-term financial approach. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. By using the Merrill Personal Wealth Analysis™, they can build a personalized plan centered on the client's goals. They believe in understanding each client's unique needs and priorities to create a financial approach that reflects their personality. Certified by the Certified Financial Planner Board of Standards, Inc., Michael Luparella is registered to do business in multiple states. Investing involves risk, and Merrill advisors do not provide legal, tax, or accounting advice. Contact Merrill Lynch Financial Advisor Michael J Luparella to start working towards your financial goals today.

Merrill Lynch Financial Advisor John Drennan, located at 200 Park Avenue, New York, New York, United States, is a trusted finance institution with over 15 years of experience. John focuses on understanding each client's financial goals to create personalized plans, allocate assets, and oversee portfolio performance. With certifications in wealth management and fiduciary advising, John provides tailored recommendations based on client objectives, time horizon, and risk tolerance. By utilizing the Merrill Personal Wealth Analysis™, John helps clients build and document plans centered on their goals and priorities. With a commitment to ongoing communication and personalized investment strategies, John aims to help clients achieve their financial aspirations, whether it's saving for retirement, education, or passing wealth to future generations. As a Merrill Lynch Wealth Management Advisor, John offers comprehensive financial solutions and access to investment insights to address clients' needs and goals. Get personalized investment strategies and financial guidance from John Drennan to help you live your best financial life.

Merrill Lynch Financial Advisor James Hickey is a reputable institution located at 75 Rockefeller Plaza in New York, United States. The institution is known for its finance services and is led by Jamie Block, Senior Vice President at Merrill Lynch Wealth Management, who has over 23 years of expertise in empowering clients to achieve their financial dreams. James Hickey, Partner at Block-Hickey & Associates, is also a key figure in the team's portfolio strategy and development segments. The institution takes a holistic approach to financial planning, focusing on deep client engagement and risk understanding. With a team of talented and experienced individuals, Merrill Lynch Financial Advisor James Hickey is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and access to comprehensive financial solutions, ensuring that clients can navigate the financial and economic landscapes successfully. The institution values every client relationship and works tirelessly to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Lee R Nesser is a finance institution located at 114 West 47th Street, New York, New York, United States. The mission of the institution is to unlock the confidence, simplicity, and security that wealth is meant to provide. The institution serves clients from diverse backgrounds and professions, all connected by the common goal of better planning for their families. The Nesser | Sheft Group offers personalized financial and wealth management plans designed to preserve and grow the wealth of their clients. Recognized as "Best-in-State Wealth Advisors" by Forbes in 2021 and 2022, the group is supported by the global resources of Merrill and Bank of America. The advisors at Merrill Lynch are committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, clients can create a customized financial plan centered on their goals. The advisors work to help clients stay on track towards achieving their goals, adjusting their approach as needed. By getting to know clients personally and understanding their priorities, the advisors can offer a financial approach tailored to their unique needs. The institution offers a range of services, including investment advisory, financial planning, and other financial solutions. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Lee R Nesser aims to help clients live their best financial lives.

Merrill Lynch Financial Advisor Brian J. Raimondi, located at 75 Rockefeller Plaza in New York, New York, is a premier finance institution dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Brian Raimondi works closely with clients to develop a comprehensive financial plan that evolves with their changing needs and market conditions. As a Merrill Lynch Wealth Management Advisor, Brian Raimondi believes in building strong relationships with clients by understanding their values, aspirations, and financial objectives. Through in-depth conversations and personalized wealth management strategies, he helps clients navigate important financial decisions such as retirement planning, education funding, and legacy preservation.

Merrill Lynch Financial Advisor Steven J Kartchner, located at 75 Rockefeller Plaza in New York, United States, is dedicated to managing your wealth through a personalized and flexible financial strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Steven Kartchner can help you pursue your financial aspirations. By participating in the community and volunteering with local organizations, Kartchner demonstrates a commitment to understanding and meeting the unique needs of his clients. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he can develop a customized plan centered on your priorities and preferences. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Kartchner offers expertise and guidance to help you navigate the complexities of the financial landscape, ensuring that your goals are always at the forefront of the planning process. With a focus on building long-term relationships and staying informed of changes in your life and the market, Steven Kartchner is dedicated to helping you achieve your financial goals and live your best financial life.

Merrill Lynch Financial Advisor Andrew Clark is a finance institution located at 114 West 47th Street, New York, New York, United States. The team is dedicated to understanding your values and goals with your assets, providing personalized one-on-one conversations to create a tailored plan for your financial future. With over 15 years of experience in the financial services industry and holding the Chartered Retirement Planning Counselor designation, Andrew Clark focuses on managing wealth comprehensively, taking into account your individual and family needs. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide clients with a comprehensive approach to financial planning and investment management. By prioritizing your goals and aspirations, Merrill Personal Wealth Analysis™ can help create a personalized plan centered on achieving your financial objectives. With a focus on understanding your unique financial situation and goals, Merrill Lynch Financial Advisor Andrew Clark aims to help you pursue your goals and manage investment risk effectively. By offering personalized investment strategies and comprehensive financial solutions, the team at Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets.

Merrill Lynch Financial Advisor John Y. Suh, located at 75 Rockefeller Plaza in New York, United States, is a finance institution dedicated to helping clients achieve their financial goals and priorities. With over 10 years of experience in financial planning, John Y. Suh is committed to creating personalized wealth management strategies tailored to each client's unique lifestyle and aspirations. At Merrill Lynch Wealth Management, clients can expect a personalized approach that focuses on family, goals, and priorities, adapting to changes over time. John Y. Suh believes in building lasting relationships with clients through open conversations and understanding their financial needs and objectives.

but it is certainly worth considering. "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution, located at 266 Merrick Road, Lynbrook, New York, United States, is dedicated to managing your wealth with a personalized and flexible strategy tailored to your unique financial goals. The institution offers access to investment insights from Merrill and banking solutions from Bank of America, ensuring a comprehensive approach to wealth management. The team at Merrill Lynch Wealth Management, led by Jeremy Jacobs, is committed to building strong client relationships based on trust and personalized service. By conducting a Merrill Personal Wealth Analysis™, the institution can develop a personalized plan centered on your goals and priorities. With a focus on understanding your financial aspirations and priorities, the institution aims to help you achieve your goals through a tailored financial approach. Through ongoing discussions and adjustments to your financial plan, the institution ensures that your approach reflects changes in your life and the financial markets. With a mission to understand you and what matters most to you, the institution offers a personalized approach to managing investment risk and turning your goals into reality. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, the institution can help you develop a plan to address your financial needs. With a dedicated Merrill advisor by your side, you can benefit from personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Contact "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution today to start building a customized investment approach that reflects your unique needs and priorities.

Merrill Lynch Financial Advisor Jonathan Polakoff is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The team focuses on your family, goals, and priorities, adapting to changes over time. By offering access to global investing capabilities and banking solutions, they can help identify and prioritize your personal financial goals, whether it's funding education, planning for retirement, or preserving wealth. The team believes in a personalized financial strategy that reflects your unique goals and investment personality. They offer the Merrill Personal Wealth Analysis™ to develop a plan centered on your goals. With regular check-ins and adjustments, they aim to help you stay on track to achieve what matters most to you. The team is committed to helping you reach your goals through a dedicated, one-on-one relationship based on personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Julio C. Franco is located at 75 Rockefeller Plaza in New York, New York, United States. Julio is a Senior Vice President and an International Wealth Advisor with over 30 years of industry experience. He is a qualified Portfolio Manager who can help clients pursue their financial objectives by building and managing personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Julio focuses on transactional based clients, particularly in active trading strategies in equities, options, fixed income, and foreign currencies. He also manages a proprietary Global Thematic Equity portfolio and various Merrill model portfolios. Julio holds industry designations such as CFA®, FRM®, and CAIA®, and is a member of various financial associations. He has a Master of Science in Financial Risk Management and a BA in Economics and Finance. Fluent in Spanish, Julio resides in Greenwich, Connecticut. Merrill Personal Wealth Analysis™ is offered to help clients build a personalized financial plan centered on their goals and priorities. As a Merrill Lynch Wealth Management Advisor, Julio focuses on understanding each client's unique needs and provides personalized investment strategies and comprehensive financial solutions. Working with Julio means having access to the investment insights of Merrill and the banking solutions of Bank of America. He believes in placing the investor at the center of the planning process and aims to help clients navigate through financial transitions and decisions. By regularly reviewing and adjusting financial approaches, Julio helps clients stay on track to achieve their goals. Whether planning for retirement, saving for a home, or funding education, Julio works with clients to develop a customized approach that addresses their financial needs. With a focus on getting to know each client personally, Julio creates a financial strategy that reflects their personality and priorities. The ultimate goal is to help clients achieve their financial goals and live their best financial life.