Wealth building strategies in Garden City, New York

Merrill Lynch Financial Advisor Erica Gambardella, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution focused on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. Erica Gambardella, CFP®, CPFA, a Wealth Management Advisor, specializes in in-depth planning strategies and a goals-based wealth management process. She creates customized wealth management strategies based on each client's needs, goals, and risk tolerance. With a service-focused approach, Erica helps clients concentrate on their priorities at every stage of their lives. She is a CERTIFIED FINANCIAL PLANNER™ and uses Merrill's advanced platforms and technology to review portfolio progress. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on goals and achievements. By understanding your goals and priorities, Erica and her team work to create a financial approach that reflects your unique needs and financial situation. They focus on helping you stay on track to achieve what matters most to you, providing investment insights and strategies to help you live your best financial life. With a dedicated Merrill advisor by your side, you can access personalized investment strategies and comprehensive financial solutions from Bank of America. Erica Gambardella is registered to do business in multiple states and holds the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™. Please note that investing involves risk and it's important to consult legal and tax advisors before making any financial decisions.

Merrill Lynch Financial Advisor Maylan Studart-Anders, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution that offers personalized financial planning and investment services. With a background in financial journalism and professional athletics, Maylan brings a unique perspective to helping clients navigate life's transitions and achieve their financial goals. Whether you are a professional athlete, high net-worth individual, small business owner, or retiree, Maylan is dedicated to providing disciplined and accurate financial planning to help you secure your financial future. With a focus on understanding your goals and priorities, Maylan works closely with clients to develop personalized financial plans that align with their values and aspirations. By utilizing tools such as the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Maylan can tailor financial strategies to meet your individual needs and preferences. From managing wealth to planning for retirement, purchasing a home, or passing on assets to future generations, Maylan is committed to helping clients achieve their financial objectives.

Robert Armieri, a financial advisor at Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue in Garden City, New York, offers expert financial planning services to help clients achieve their financial goals. With a focus on providing personalized advice and guidance, Robert Armieri is dedicated to helping clients navigate the complexities of the financial world. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Through this consultation, clients can gain insight into financial planning concepts and explore potential strategies for building a more secure financial future.

Paul R Trause - Financial Advisor, Ameriprise Financial Services, LLC, located at 100 Quentin Roosevelt Boulevard in Garden City, New York, offers a wide range of financial services. The institution provides expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Paul R Trause holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to professional excellence and ethical standards in the finance industry. With specialized knowledge in areas such as portfolio management, behavioral finance, philanthropy, annuities, retirement planning, and estate planning, clients can trust in the expertise and dedication of Paul R Trause as their financial advisor.

Merrill Lynch Financial Advisor Brian J. Finnerty, located at 1325 Franklin Avenue, Garden City, New York, United States, is a senior financial advisor with extensive industry experience dating back to 1981. With a focus on connecting all aspects of your financial life to help prioritize and pursue your goals, Brian offers personalized investment ideas geared towards increasing income, tax efficiencies, and capital preservation. Drawing on his background as an institutional fixed income trader and investment portfolio manager, Brian provides advice and guidance to corporate clients, individuals, and families. Through Merrill Personal Wealth Analysis™, Brian helps clients build personalized plans centered on their goals and aspirations, with a focus on adapting to life changes and market fluctuations. With a commitment to understanding each client's unique financial situation and priorities, Brian works to design and implement personalized plans to help clients pursue their financial goals while managing investment risk. As a Merrill Lynch Wealth Management Advisor, Brian is dedicated to helping clients navigate the complexities of their financial lives and achieve their goals. Contact Brian Finnerty for personalized investment strategies and comprehensive financial solutions to help you live your best financial life.

Merrill Lynch Financial Advisor Ryan D Gaitings is a prestigious finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution is known for setting the standard for exemplary client service, as evidenced by their rankings in Forbes' "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" lists. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding their clients' goals, priorities, and aspirations, and tailor their financial approach to help clients pursue what matters most to them. With access to the global resources of Merrill and banking solutions from Bank of America, they work with clients to develop a customized approach to address their financial needs.

Merrill Lynch Financial Advisor James Tomlin, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With over 40 years of experience, our team provides advice and guidance to help clients pursue their financial goals and secure their future. We prioritize putting clients' interests first and building long-term relationships. Our services include asset allocation, diversification, investment selection, and downside risk management to help optimize returns while managing risk. The Williams Tomlin Group provides access to the Merrill Lynch Wealth Management platform, offering a broad range of services and strategies to meet the unique needs of affluent families and individuals. We strive to understand our clients' life goals and provide customized strategies to address their circumstances. Our goal is to bring fresh perspectives to your financial life and help you make informed decisions as you pursue your goals.

Merrill Lynch Financial Advisor Geoffrey V Giffuni, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution dedicated to helping clients achieve their financial goals. The institution believes in starting every relationship with a conversation to understand and prioritize the goals that matter most to each individual or family. By listening and learning about the client's aspirations, Merrill Lynch Financial Advisor Geoffrey V Giffuni creates customized financial approaches to help pursue passions, transfer wealth to the next generation, and provide guidance on important financial decisions. The institution utilizes the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences and behaviors in order to tailor financial strategies accordingly. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop a comprehensive plan to manage, grow, and preserve their wealth while addressing their financial needs.

Located at 1325 Franklin Avenue in Garden City, New York, Merrill Lynch Financial Advisor Daniel F Ceriano is a finance institution that offers personalized wealth management services. As part of CDB Wealth Management, the team believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill and banking convenience of Bank of America. The advisors and client associates at CDB Wealth Management are dedicated to providing financial advice and guidance tailored to each client's individual goals and priorities. The team at CDB Wealth Management focuses on putting the client at the center of the planning process, offering access to global investing capabilities and banking solutions to help identify and prioritize personal goals. Whether it's planning for education expenses, retirement, healthcare costs, or wealth preservation, the team works with clients to develop a personalized financial strategy aligned with their goals.

Merrill Lynch Financial Advisor Mark W Fitzpatrick is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. The institution believes in achieving financial success by making investment-related decisions that align with your meaningful goals. Through the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach to help you pursue what matters most to you. The institution offers personalized plans, financial insights, and tools to help you manage, grow, and preserve your wealth. With a focus on understanding you and your goals, Merrill Lynch Financial Advisor Mark W Fitzpatrick is committed to helping you achieve your financial aspirations and manage investment risk. Contact them today to start working towards your financial goals.

Merrill Lynch Financial Advisor Jason H. Wachtler is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. As Merrill advisors, they offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. The institution believes in starting every relationship with a conversation to identify and prioritize your goals. They utilize the Investment Personality Assessment to understand your investing preferences and customize a financial approach to help you achieve your goals. The Miller – Wachtler Group is a Global Wealth Management Team with over 60 years of collective experience, providing customized financial solutions to high net worth individuals, affluent families, and businesses. The team works closely with clients and their professional advisors to develop sound investment management strategies. Merrill is proud of their advisors who have received recognition from financial industry publications. The team is committed to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. The institution believes in staying connected with clients to discuss changes in their life and financial approach to help them achieve their goals. They offer the latest investment insights, tips, and strategies to help you live your best financial life. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch Financial Advisor Jason H. Wachtler is dedicated to helping you reach your financial goals.

Joshua Widman - Morgan Stanley Financial Advisor is a reputable finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. As a trusted financial advisor, Joshua Widman offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Joshua Widman provides expert advice and guidance to individuals and businesses looking to secure their financial future. Contact Joshua Widman - Morgan Stanley Financial Advisor today to learn more about their comprehensive financial services.

Peter Goldberg, a financial advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, is part of the esteemed Halcyon Financial Partners team, recognized as one of Forbes Best-in-State Wealth Management Teams in 2024. The team's mission is to provide personalized guidance and planning to help clients achieve their financial goals and feel more confident and in control of their financial lives. With a focus on integrity, loyalty, and professionalism, the team aims to build long-term relationships with clients based on trust and mutual respect. By offering complimentary initial consultations, clients can learn more about financial planning concepts and discuss their individual needs and goals. Ameriprise Financial Services, LLC, offers investment products and services through a registered investment adviser, and securities are offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC. Peter Goldberg is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Clients can expect a dedicated and personalized approach to financial planning and investment management, aimed at bringing peace and calm to their financial lives.

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.

Merrill Lynch Financial Advisor Ashley Rowland is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Catering to successful professionals and wealthy families, they offer a sophisticated suite of financial strategies tailored to the unique opportunities and challenges their clients face. Operating under the basic premise that much of clients' lives revolve around money, The Russo Rosenstein Group aims to enhance and enrich the complex financial lives of those they serve. They provide boutique-level personal service and attention, going above and beyond typical financial advisors by educating and coaching clients to ensure they follow integrated strategies formulated on their behalf. The institution works with a limited number of clients to build lasting advisory relationships, understanding that each client has unique planning needs that should drive every recommendation. With a planning-based approach honed over many years, The Russo Rosenstein Group helps clients explore and prioritize their goals for themselves, their families, and their communities. They also offer assistance with both personal and business financial needs, including plan design and implementation for business owners. With a focus on high-net-worth and ultra-high-net-worth clients, The Russo Rosenstein Group serves individuals in New York, New Jersey, and over 20 other states, including corporate executives, business owners, partners at law firms, and generations of their families. The institution takes a strategic and analytical approach to examining each client's overall financial picture, ensuring they build fundamental pillars of financial strength for their clientele. By providing superior wealth management services, The Russo Rosenstein Group aims to help clients achieve their financial goals and leave lasting memories for their families.

Merrill Lynch Financial Advisor Christopher M Walters is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution is proud of its 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. Christopher M Walters has been recognized in Forbes' "America’s Top Wealth Management Teams High Net Worth" in 2022, 2023, and 2024, as well as in Forbes' "Top Next-Generation Wealth Advisors Best-in-State" in 2023. Supported by the global resources of Merrill, Christopher M Walters' team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Christopher M Walters helps individuals, families, and family offices advance a more thoughtful, cohesive, and purposeful approach to their wealth. With over 15 years of industry experience, Christopher is skilled in helping clients align their objectives with their unique risk tolerance, tax circumstances, and timeframes. He offers a creative and analytical approach grounded in a steadfast commitment to client well-being.

Merrill Lynch Financial Advisor Matthew R Sullivan is a distinguished finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution prides itself on its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. With over 15 years of industry experience, Tom Sullivan helps individuals, families, and family offices develop thoughtful and purposeful wealth management strategies. He specializes in portfolio design, stock strategies, estate planning, and lending services. Tom is a CERTIFIED FINANCIAL PLANNER™ certificant and a qualified Portfolio Manager at Merrill.

Merrill Lynch Financial Advisor I David Pelton is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. As your Merrill advisors, they offer advice, guidance, and long-term planning for investment strategies tailored to your life goals, risk tolerance, time horizon, and liquidity needs. The institution believes in starting every relationship with a conversation to understand and prioritize your goals. They offer personalized financial planning processes, utilizing research in behavioral finance to customize approaches that align with your investing preferences. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer services such as Merrill Personal Wealth Analysis™ to help clients document and achieve their financial goals. With a focus on understanding your priorities and financial situation, Merrill Lynch Financial Advisor I David Pelton is dedicated to helping individuals and families pursue their financial aspirations.

Merrill Lynch Financial Advisor Thomas E Sullivan is a distinguished finance institution located at 1325 Franklin Avenue in Garden City, New York, United States. The institution is known for its exemplary client service and has been recognized by Forbes for its top wealth management teams in high net worth categories. Thomas E Sullivan, a CERTIFIED FINANCIAL PLANNER™ certificant with over 15 years of industry experience, leads a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The team offers a range of services including portfolio design, stock strategies, estate planning, and lending solutions through Bank of America. As a Portfolio Manager, Thomas can help clients manage their investments on a discretionary basis. The institution's wealth management philosophy focuses on putting the investor at the center of their focus, tailoring financial strategies to individual goals and priorities. Clients benefit from personalized plans, access to investment insights from Merrill, and trust and fiduciary services from Bank of America Private Bank. The institution's approach to investing is grounded in understanding the client's unique needs and goals, ensuring that their financial approach evolves with their changing life circumstances. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive personalized plans and insights to help them achieve their financial goals. The institution also provides access to a Wealth Management Lending Officer from Bank of America, N.A. to assist with home lending needs. With a commitment to helping clients reach their goals and stay on track, Merrill Lynch Financial Advisor Thomas E Sullivan offers premier customer service, financial tools, and customized solutions to meet each client's individual needs.

Merrill Lynch Financial Advisor Martin E Schwartz, located at 1325 Franklin Avenue, Garden City, New York, United States, is a trusted institution in the finance industry. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill is committed to building strong client relationships based on trust and personalized service. They focus on understanding the things that matter most to you, such as family, goals, and priorities, and work with you to create a financial approach that reflects your unique needs. With access to the global resources of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth for the future. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Martin E Schwartz is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Anthony J Russo, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a sophisticated suite of financial strategies tailored to successful professionals and wealthy families. The Russo Rosenstein Group operates under the belief that financial decisions play a crucial role in enhancing clients' lives. With a boutique level of personal service and attention, the highly credentialed advisors educate and coach clients to ensure integrated strategies are followed. The institution works with a finite number of clients to provide personalized recommendations based on unique planning needs. They assist with both personal and business financial matters, including plan design and implementation for business owners. The team at The Russo Rosenstein Group has the experience and ability to manage high concentrations of wealth for affluent clients nationwide. Clients are not defined by the value of their assets, but by their personalities, priorities, and aspirations. The institution serves clients at various life stages, offering a strategic and analytical approach to financial planning. With a focus on multi-generational wealth management, the team helps clients achieve their significant goals for family, business, and philanthropy. The advisors proactively help clients navigate opportunities and circumstances, taking a holistic view of their financial picture. The institution is committed to providing high caliber intelligence and insight to support clients in achieving their financial goals. With a passion for superior wealth management, the team at The Russo Rosenstein Group is dedicated to providing personalized and professional service to clients.

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.