The 30 Best Sports entertainment accredited wealth manager in New York, New York

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Merrill Lynch Financial Advisor Kimberly H Rodgers is located at 360 Hamilton Avenue, White Plains, New York, United States. With nearly 20 years of industry experience, Kim is dedicated to helping clients identify and pursue their personal financial goals. She holds the title of First Vice President and is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor, Certified Investment Management Analyst, and Sports and Entertainment - Accredited Wealth Management Advisor. Kim works closely with clients to develop a personalized plan centered on their goals and priorities. She believes in open communication and engaging families in the financial decision-making process. As your Merrill advisor, Kim will work with you to develop a customized investment approach to address your needs and pursue your goals. Whether you're planning for retirement, saving for a home, or funding education, Kim is dedicated to helping you achieve what matters most to you.

Merrill Lynch Financial Advisor Kirk D Maraglia, located at 360 Hamilton Avenue, White Plains, New York, is dedicated to understanding your values and helping you achieve your financial goals. With over 25 years of experience in financial services, Kirk can assist you in building a personalized wealth management strategy tailored to your individual needs. The team at Merrill Lynch focuses on creating comprehensive financial plans that evolve with your changing life and goals. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they aim to provide personalized advice and measurable goals to help you pursue what matters most to you. As a Sports & Entertainment Accredited Wealth Management Advisor™, Kirk Maraglia is committed to helping you navigate the complexities of the financial landscape and achieve your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is here to support you every step of the way.

Merrill Lynch Financial Advisor Caroline M Ross, located at 200 Park Avenue in New York, United States, is dedicated to providing personalized financial planning services tailored to your specific goals and priorities. With a focus on community involvement and volunteer work, Caroline Ross follows the Merrill tradition of building relationships with clients based on trust and understanding. Through the Merrill Personal Wealth Analysis™ process, Caroline can help you create a customized financial plan that aligns with your aspirations and evolves as your life changes. By listening to your needs and preferences, she can assist you in managing your wealth, pursuing your passions, and preparing for future milestones such as retirement, education expenses, or wealth transfer.

Located at 75 Rockefeller Plaza in New York, United States, Merrill Lynch Financial Advisor Jamie Block offers personalized financial services to help clients achieve their financial goals. With over 23 years of experience, Jamie Block, a Senior Vice President at Merrill Lynch Wealth Management, takes a holistic approach to financial planning, rooted in deep client engagement and risk understanding. As a Sport and Entertainment accredited Wealth Management Advisor, Jamie infuses creativity and passion into his practice, drawing from his background as a former singer-songwriter. Partner James Hickey at Block-Hickey & Associates brings expertise in portfolio strategy and development to the team. The institution believes in a systematic, rules-based approach to reducing risk during market turbulence and tailors wealth management strategies to each client's unique needs and goals. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch is committed to helping clients navigate the financial landscape and pursue their goals successfully.

Merrill Lynch Financial Advisor Camille Forde is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Camille Forde focuses on managing your wealth by creating personalized strategies that adapt to changing market conditions. By providing access to investment insights from Merrill and banking solutions from Bank of America, Camille Forde helps clients pursue their financial goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Camille Forde believes in building strong relationships with clients by understanding their goals, priorities, and life changes. Through the Merrill Personal Wealth Analysis™, a personalized plan is created centered on the client's aspirations and focused on achieving what matters most to them.

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

Merrill Lynch Financial Advisor John Edelman, located at 200 Park Avenue, New York, New York, United States, offers a unique blend of experience and youth in wealth management. With a focus on families and small businesses, John provides guidance on a variety of financial needs and unexpected life events. Holding prestigious designations such as Chartered Alternative Investment Analyst™ and Sports & Entertainment Accredited Wealth Management Advisor™, John is dedicated to providing comprehensive services in trust and estate planning, business planning, and retirement benefit planning for high net worth clients in the sports and entertainment industries. John's approach is personalized, focusing on your goals and priorities, and adapting to changes in your life and the financial markets. With access to the resources of Merrill Lynch Wealth Management and Bank of America, John is committed to helping you achieve your financial goals and navigate the complexities of your financial life. Contact John Edelman to start building a customized investment approach tailored to your needs and aspirations.

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