Nowakowski/Burns/Schulz Group - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

Nowakowski/Burns/Schulz Group

Global Wealth Management

SHERIDAN MEADOWS CORP PARK
6245 SHERIDAN DR
Suite 300
WILLIAMSVILLE, NY 14221

Phone: (716) 849-2163
Email:

Directions to Branch

PROFESSIONAL STAFF

(800) 753-1541 First Vice President
(800) 289-1544 First Vice President
(716) 849-2050 Financial Advisor

PROFESSIONAL PROFILE

Paul Nowakowski, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.,
First Vice President
Wealth Management Advisor
Registered Player Financial Advisor - NFLPA
Paul joined Merrill Lynch in 1988. Paul received his MBA from Embry Riddle University & his BA from Wittenberg University in Political Science & Business Administration.
Paul has affiliations with NFL players, coaches and agents across the country.

Michael W. Burns, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
First Vice President
Wealth Management Advisor
Michael Joined Merrill Lynch in 1985. Michael has a BS in Computer Science from State University of NY at Maritime College. He is a retired Lieutenant Commander of the US Naval Reserve and is on the Board of the Boys and Girls Club of Buffalo.

Kurt Schulz
Financial Advisor
Kurt joined Merrill Lynch after a 10-year career in the National Football League. Kurt played in two Super Bowls with the Buffalo Bills. He was elected first alternate to the 2000 Pro Bowl. He is a three-time GTE Academic All-American 1989-1991. He graduated from Eastern Washington University with a BA in Accounting.

Our team provides planning services for high net worth individuals. Our services include all aspects of financial services, specifically; Retirement & Estate Planning, Education Planning, Special Needs Planning, Liability Management and Trust Services.

Also, to assist players and coaches with all their tax planning strategies, our team has established professional alliances with Certified Public Accountants (CPAs). Through these alliances, we feel confident in delivering the complete wealth management process to our clients.

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Client Commitment

Our most deeply held principle at Merrill Lynch is that clients come first, and our team is proud to be part of that tradition. To help you meet your financial objectives and build your wealth, we first listen to your personal goals, and then offer effective approaches to achieve them. At Merrill Lynch, we have unparalleled resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.

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Paul Nowakowski CFP is registered to do business in: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KY, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OK, PA, RI, SC, UT, VA, VT, WI, WV

Kurt E Schulz is registered to do business in: CO, FL, IL, MN, MT, NC, NY, OH, OR, PA, TN, TX, UT, WA

Michael Burns is registered to do business in: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KY, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OK, PA, RI, SC, UT, VA, VT, WI, WV

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