Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
As a Merrill Senior Financial Advisor, Remo’s objective is to deliver consistent investment results. His goal is to provide individualized attention and strategic investments through genuine concern for client’s goals and desires. By reviewing and appropriately adjusting investment strategies and utilizing an approach of performance excellence, he assists clients in achieving quality of life improvements.
Remo is an entrepreneurial based wealth management professional, employing pro-active, goal oriented, personalized strategies that reflect each individual clients’ desires; including but not limited to retirement, estate, philanthropic and legacy planning services.
After a successful entrepreneurial career he entered the financial services industry in 2009 and joined Merrill Lynch Wealth Management in 2011 after moving from Michigan. He focuses on developing strategies and solutions for professionals, business owners and their families, helping them meet their short and long-term financial goals, based upon their risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation.
Remo studied economics at the University of Chicago and graduated from the University of Michigan with a BBA, majoring in finance. Remo and his wife Debbie live in Scottsdale, Arizona. Remo is a member of the Men’s Art Council of the Phoenix Art Museum which is a non-profit organization that supports the programs and activities of the Phoenix Art Museum. He serves on the Copperstate 1000 Road Rally Committee for the Men’s Art Council.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Michigan Flint Campus Flint MI
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Retirement Specialist
Merrill Lynch
Trust Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #314525
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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