Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Merrill Lynch 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 monitoring 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 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 and overall investment goals.
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 Lynch 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
Learn more about the highly engaging podcast series from Merrill Lynch
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer, NMLS #314525
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.