Frank Vigilante focuses on the financial lives of families and small businesses. His commitment is to provide a high level of personalized service building on the Merrill Goals Based Wealth Management Process. This puts each client at the center of the conversation, and keeps them there for the life of our financial relationship while focusing on things that are important, like family, health, home and target retirement lifestyle budget. He would describe himself as passionate, highly energetic, and will play a pastoral role as a financial caregiver.
PROFESSIONAL EXPERIENCE
Frank has been a Financial Advisor with Merrill Lynch Wealth Management since 2015, and offers more than 40 years of professional experience. As a Financial Advisor, he will partner with Firm specialists to help ensure an unparalleled client experience, including business banking, mortgage lending (NMLS 1452635) through Bank of America, long-term care planning, retirement and alternative investments. His primary goal is to give his clients attentive, best-in-class service while leveraging institutional quality resources.
MOST PROUD OF:
• Working hard and embracing my encore career here at Merrill
• Committing to an attentive, best-in-class client service experience
• Integrating behavioral coaching into my practice (e.g., strategize "The 4 Big Retirement Risks”)
• Leveraging innovative financial strategies customized to the unique goals for each client (e.g., Alternative Investments)
• Modus operandi: "stay curious and keep moving!”
• A daily commitment to maintain a healthy lifestyle
• Family
WELCOME A CONNECTION IF:
• You are looking to work with a dedicated Financial Advisor who will listen to you and assist you in your financial life
• You would like to be connected to anyone in my network
• You have a passion for mountaineering, trail hiking and collecting new Italian recipes
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
