Private client banking in New York

Naseema Sharif is a reputable finance institution located at 355 Main Street in Huntington, New York, United States. With a strong focus on providing tailored financial solutions to individuals and businesses, Naseema Sharif offers a wide range of services including investment management, wealth planning, and retirement planning. The institution prides itself on its commitment to excellence and personalized service, helping clients achieve their financial goals with confidence and peace of mind. Visit Naseema Sharif today to experience top-notch financial expertise and support.

Royal Alliance Associates Inc is a finance institution located at 1 Rochester Court in Huntington, New York, United States. With a strong reputation for providing top-notch financial services, Royal Alliance Associates Inc is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experienced professionals at Royal Alliance Associates Inc are here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, Royal Alliance Associates Inc is the go-to institution for all your financial needs.

Merrill Lynch Financial Advisor Matthew A Roache, located at 1305 Walt Whitman Road in Melville, New York, offers personalized financial planning services tailored to your life priorities. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work to ensure that each client's financial situation and desires are fully understood. By collaborating with tax advisors and attorneys, the team ensures that all aspects of your financial strategy work together seamlessly. Specializing in high net worth individuals, families, and businesses, Merrill Lynch Financial Advisor Matthew A Roache provides customized recommendations for investment management, retirement planning, insurance, trust and estate planning services, and lending. With access to resources from Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A., the team can help you achieve a balance between building wealth and reducing risk.

Merrill Lynch Financial Advisor Michael Provenz, located at 1305 Walt Whitman Road in Melville, New York, serves an accomplished and affluent clientele seeking personalized retirement and inter-generational wealth planning. The Scheer Provenz Group, led by Michael Provenz, caters to clients such as active and retired physicians, private business owners, corporate executives, and multiple generations of families across the New York Tri-State area, Florida, and nationwide. The group's primary goal is to provide for clients' lifestyle needs while increasing their overall net worth. They believe in globally diversifying client portfolios and offer access to Bank of America N.A for liability management. With a focus on lasting wealth that spans generations, the team at The Scheer Provenz Group provides personalized service and tailored financial strategies based on each client's aspirations, goals, and risk tolerance. Their mission is to help clients achieve their financial goals through a customized approach that reflects their unique personality and priorities.

Janney Montgomery Scott LLC is a finance institution located at 100 Motor Parkway in Hauppauge, New York, United States. With a strong presence in the financial industry, Janney Montgomery Scott LLC offers a wide range of financial services including wealth management, investment banking, and advisory services. Their team of experienced professionals are dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Janney Montgomery Scott LLC is committed to helping you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Kyle E Olson is a boutique private wealth institution located at 114 West 47th Street, New York, United States. Our team is dedicated to providing a sophisticated and personalized experience, supported by the resources of a global wealth management institution. We strive to understand your financial goals and aspirations, working closely with you to develop thoughtful strategies tailored to your needs. Our mission is to help you pursue your financial goals while managing investment risk. We believe in designing personalized plans to help you grow and preserve your wealth for the future. With access to investment insights from Merrill and banking solutions from Bank of America, we aim to address your financial needs comprehensively.

Janney Montgomery Scott LLC is a renowned financial institution located at 9201 4th Avenue in New York, United States. With a strong reputation in the finance industry, Janney Montgomery Scott LLC offers a wide range of financial services including investment banking, wealth management, and financial planning. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Janney Montgomery Scott LLC provides personalized solutions to meet your needs.

Merrill Lynch Financial Advisor Jason E Salgado is a renowned finance institution located at 225 Liberty Street, New York, New York, United States. Our team is dedicated to building long-term relationships based on trust and care, helping families navigate the complexities of significant wealth across multiple generations. We provide a unique client experience marked by customization, continuity, and committed service. Our mission is to truly understand your priorities, design tailored wealth management strategies, and help you pursue your financial goals while managing investment risk. Headquartered in New York City, our nationally recognized Merrill Lynch Wealth Management team advises and oversees approximately $4.4 billion for successful families throughout the United States. We have a track record of helping clients capitalize on their wealth and navigate complex financial landscapes. Our team members have earned prestigious national accolades, including recognition on the Barron’s “Top 100 Private Wealth Management Teams” list and the Forbes “America’s Top Wealth Advisors” list.

Elite Wealth Managers is a prestigious finance institution located at 1274 83rd Street in New York, United States. Our team of experienced financial experts is dedicated to providing top-notch wealth management services to our clients. We offer personalized investment strategies, financial planning, and risk management solutions to help our clients achieve their financial goals. At Elite Wealth Managers, we prioritize building long-term relationships with our clients based on trust, integrity, and excellence in service. Contact us today to see how we can help you secure your financial future.

Located at 75 Rockefeller Plaza in New York, Merrill Lynch Financial Advisor Stefanie Tushin Peters is a reputable institution in the finance industry. Stefanie is dedicated to building strong relationships with clients and is passionate about helping individuals and families make important financial decisions. She follows the Merrill tradition of community involvement and volunteers with local organizations. At Merrill Lynch Wealth Management, Stefanie focuses on understanding each client's unique goals, priorities, and investment style. By conducting a Personal Wealth Analysis, she creates personalized plans centered on what clients want to achieve. Clients benefit from Merrill's investment insights, as well as access to trust and fiduciary services from Bank of America Private Bank.

Leslie Schwartz - RBC Wealth Management Financial Advisor is a leading financial institution located at 1211 6th Avenue in New York, New York, United States. As a trusted advisor, Leslie Schwartz provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Leslie Schwartz and the team at RBC Wealth Management are committed to providing exceptional service and expert guidance to clients seeking to secure their financial future.

Sespe Capital Advisors, LLC is a finance institution located at 615 West End Avenue in New York, New York, United States. Specializing in investment management and financial advisory services, Sespe Capital Advisors offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Sespe Capital Advisors is dedicated to providing top-notch financial services to individuals and businesses alike.

Aberon Securities is a leading financial institution located at 5902 14th Avenue in New York, United States. Specializing in finance, Aberon Securities offers a wide range of services including investment banking, asset management, and financial advisory. With a team of experienced professionals, Aberon Securities is dedicated to providing high-quality financial solutions to its clients, helping them achieve their financial goals and objectives. Whether you are a seasoned investor or a first-time client, Aberon Securities is committed to delivering personalized and innovative financial services to meet your individual needs.

Raymond James Financial Services is a leading finance institution located at 330 East 38th Street in New York, New York, United States. With a reputation for excellence in financial services, Raymond James offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced financial advisors provides personalized guidance and support to help clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or manage your investments, Raymond James Financial Services is dedicated to helping you secure a prosperous financial future.

Joel Boissiere is a reputable finance institution located at 174 Montague Street in New York, United States. With a strong emphasis on providing expert financial services and solutions, Joel Boissiere is known for its professionalism and dedication to helping clients achieve their financial goals. Whether you are seeking investment advice, wealth management services, or financial planning assistance, the experienced team at Joel Boissiere is committed to delivering personalized and tailored solutions to meet your unique needs. Visit us today and experience the difference that Joel Boissiere can make in your financial future.

Benchmark Capital Advisors, Inc. is a leading finance institution located at 100 Wall Street in New York, New York. With a strong reputation for providing expert financial advice and services, Benchmark Capital Advisors, Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. The institution offers a wide range of financial services, including investment management, financial planning, and wealth management. With a team of experienced and knowledgeable financial professionals, Benchmark Capital Advisors, Inc. is committed to delivering personalized solutions and exceptional customer service to each and every client.

Merrill Lynch Financial Advisor Kyle Ackourey, located at 114 West 47th Street, New York, New York, United States, offers personalized financial planning services through Merrill Personal Wealth Analysis™. With a team of experienced professionals, they focus on building strong client relationships based on trust and personalized service. By understanding your goals and priorities, they design and implement a personalized plan to help you pursue financial goals while managing investment risk. They provide access to investment insights and banking solutions from Merrill and Bank of America to address your financial needs. The institution believes in getting to know you personally to create a financial approach that reflects your unique needs and priorities, helping you achieve your goals. They offer dedicated one-on-one relationships with Merrill Lynch Wealth Management Advisors to help you navigate the complexities of your financial life and build a customized investment approach. With a focus on staying on track regardless of market fluctuations, they provide the latest investment insights, tips, and strategies to help you live your best financial life. Please consult legal and tax advisors before making any financial decisions.

Merrill Lynch Financial Advisor Daniel A Jeffers, located at 560 Lexington Avenue, New York, New York, United States, is a renowned finance institution dedicated to providing exceptional service, experience, and a strong commitment to its clients. As a part of the 712 Investment Group operating under Merrill Lynch Wealth Management, a division of Bank of America Corporation, our team of experts has decades of experience in managing wealth and assets for affluent families, foundations, charities, and endowments. Our mission is to offer personalized wealth management strategies tailored to each client's unique financial goals, values, and risk tolerance. With a focus on open architecture and access to top investment managers, we work closely with clients to develop comprehensive plans that align with their long-term objectives. Our team of professionals, led by Managing Directors Richard Wald and Travis O'Brien, consistently ranks among the top wealth management teams in the country, as recognized by Forbes and Bank of America Corporation.

Merrill Lynch Financial Advisor Brian T Noone, located at 560 Lexington Avenue in New York, offers a boutique family office experience with the resources of a global financial institution. With a team of experts led by Brian Noone, the 712 Investment Group provides personalized wealth management services to affluent individuals, families, foundations, and institutions. The team's mission is to deliver professionalism, responsiveness, and exceptional service to all clients, ensuring their financial goals are met. Brian Noone, a managing partner with decades of experience, works closely with clients to develop tailored strategies that align with their unique financial circumstances and objectives. Recognized by Forbes as one of the "Best-in-State Wealth Advisors," Brian and his team are dedicated to helping clients achieve financial success and build a lasting legacy. Trust and fiduciary services are provided by Bank of America Private Bank, ensuring clients receive comprehensive wealth management solutions.

Merrill Lynch Financial Advisor Nalini Dhar, located at 225 Liberty Street, New York, New York, United States, is a trusted institution in the field of finance. Every relationship with the institution begins with a conversation, where your goals and priorities are identified and personalized financial approaches are developed to help you pursue your passions and make informed decisions. Through the Investment Personality Assessment, the institution gains a deeper understanding of your investing preferences to customize a financial approach tailored to your needs. The institution believes in focusing on your aspirations and providing solutions to turn your goals into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch Financial Advisor Nalini Dhar works with you to develop a plan to manage, grow, and preserve your wealth, while considering the impact for years to come. The institution's team is dedicated to understanding you and your family, and helping you pursue what matters most to you through personalized financial planning and investment strategies. With a focus on trust, personalized service, and building strong client relationships, Merrill Lynch Financial Advisor Nalini Dhar is committed to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Robert J Waldele is a reputable finance institution located at 225 Liberty Street, New York, New York, United States. We specialize in building long-term relationships based on caring and trust, helping multiple generations of families navigate the complexities of significant wealth. Our team culture offers a unique client experience characterized by customization, continuity, and dedicated service. Our mission is to understand your priorities and goals, asking tough questions and listening carefully to create a detailed wealth management strategy tailored to your needs. With approximately $4.4 billion in assets under management, we have helped successful families across the United States achieve their financial objectives while managing investment risk effectively.

Merrill Lynch Financial Advisor Juan Pablo Sanz Rojas, located at 225 Liberty Street in New York, is a finance institution committed to understanding your values and helping you achieve your financial goals. With over 11 years of experience in Private Wealth Management, Juan Pablo specializes in developing strategies for High Net Worth families and businesses globally. Fluent in English, Spanish, and French, Juan holds a Certified Investment Management Analyst® (CIMA®) certification and focuses on long-term relationships tailored to each client's unique priorities. At Merrill Lynch Wealth Management, Juan Pablo believes in personalized financial planning centered around your goals and aspirations. By listening to your needs and priorities, he can help you create a customized approach to managing, growing, and preserving your wealth. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he can provide insights and resources to help you pursue what matters most to you.

Donna Dougan - TD Wealth Relationship Manager is a finance institution located at 5801 Myrtle Avenue in New York, United States. As a dedicated wealth relationship manager, Donna Dougan offers personalized financial advice and services to help clients achieve their financial goals. With a strong background in finance and a commitment to exceptional customer service, Donna Dougan is a trusted partner for individuals and businesses looking to grow and protect their wealth. Contact Donna Dougan - TD Wealth Relationship Manager today to start building a secure financial future.

B C Brokerage is a renowned financial institution located at 2318 Avenue D in New York, United States. With a team of experienced professionals, we offer a wide range of brokerage services to help our clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, or other financial instruments, our experts are here to provide you with personalized advice and guidance. Visit us today to learn more about how B C Brokerage can help you secure your financial future.

Merrill Lynch Financial Advisor Paul T Goldsmith is a prestigious finance institution located at 200 Park Avenue, New York, New York, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. The institution has been recognized in Forbes' "Best-in-State Wealth Management Teams" for multiple years, as well as on Wall Street's "Top 40 Advisors Under 40" list. The team at Merrill Lynch Wealth Management is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They work closely with accomplished individuals, executives, and professionals from various industries to provide optimal service experiences. Merrill Personal Wealth Analysis™ is offered to help build and document personalized financial plans centered around clients' goals. The institution emphasizes the importance of understanding clients' priorities and adapting financial approaches to reflect changes in their lives and the market. As Merrill Lynch Wealth Management Advisors, they provide customized investment approaches to address clients' needs and goals. With a dedicated one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. The team at Merrill Lynch Financial Advisor Paul T Goldsmith is committed to helping clients achieve their financial goals and navigate the complexities of their financial lives.

Phillip Grandison is a renowned finance institution located at 2145 Ralph Avenue in New York, United States. With a strong reputation for excellence in the financial industry, Phillip Grandison offers a wide range of financial services to clients, including investment management, wealth planning, and retirement solutions. Their team of experienced professionals is dedicated to providing personalized and comprehensive financial guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Phillip Grandison is committed to helping you secure your financial future.

Merrill Lynch Financial Advisor Anne de Louvigny Stone, located at 75 Rockefeller Plaza in New York, offers comprehensive wealth management services to European immigrants in the United States with complex tax situations. The team at Merrill Lynch works with clients to achieve their financial goals through a global goals-based approach. They provide access to alternative investments and banking solutions from Bank of America, N.A., a division of Bank of America Corporation. The advisors at Merrill Lynch believe in creating personalized financial plans tailored to each client's individual needs and priorities. They offer the Merrill Personal Wealth Analysis™ to help clients document their goals and track their progress. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch is committed to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Matthew Murphy is a finance institution located at 114 West 47th Street, New York, New York, United States. Matthew Murphy is an experienced financial advisor with a strong passion for portfolio management and asset allocation. He leverages his extensive knowledge of financial markets to design and implement customized investment management strategies for businesses and endowments. With a focus on maximizing returns, Matthew utilizes a mix of equity, government and corporate debt, and private investments. In collaboration with a dedicated banking team, Matthew offers comprehensive credit solutions to support business growth, operational needs, and international expansion. From credit lines to trade services, his collaborative approach delivers tailored financial solutions to meet the unique requirements of each business.

Flushing Capital Corporation is a reputable finance institution located at 11319 14th Road in New York, United States. With a strong track record of providing financial services and solutions to individuals and businesses, Flushing Capital Corporation is known for its expertise in investment management, lending, and wealth management. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and navigate the complexities of the finance industry. Whether you are looking to grow your investments, secure a loan, or plan for your future, Flushing Capital Corporation is committed to providing personalized and strategic financial guidance.

Merrill Lynch Financial Advisor BRADLEY J. STOLER, located at 200 Park Avenue, New York, New York, United States, offers personalized investment insights from Merrill® and access to banking convenience and lending solutions from Bank of America. With over twenty years of Wall Street experience, Brad focuses on high net-worth families and businesses, providing precision within their wealth plans and legacies. He specializes in constructing portfolios, liability management, asset preservation, and tax efficiency. As a Certified Private Wealth Advisor® professional, Portfolio Manager, and Retirement Manager Advisor designee, Brad is equipped to help clients pursue their financial objectives. He holds various FINRA registrations and insurance licenses, and is a member of the State Bar of NY and the Investments & Wealth Institute™. Brad's approach is centered on understanding his clients' evolving priorities and goals, offering personalized financial strategies and regular reviews to help them achieve their objectives. With a focus on building long-term relationships, Brad aims to provide tailored financial solutions that adapt to changes in both life and the market. Let Brad Stoler help you turn your ambitions into actions and work towards your financial goals.