Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Marty Mitts is a First Vice President-Wealth Management Advisor here at Merrill Lynch Wealth Management. He works with a select group of families and businesses in developing strategies to manage their wealth, and he oversees more than $143 million dollars in corporate, family, and individual assets, as of December 31,2020.
Marty holds the designation of Chartered Retirement Planning CounselorSM (CRPC®). His area of emphasis includes business cash management, retirement plans, college savings plans, investment portfolios, business credit financing and residential lending through Bank of America, N.A. In addition to his own focuses, he regularly works with his client’s other trusted advisors such as CPAs, bookkeepers, lawyers, and trusted family members.
Prior to residing in Fresno, he lived in Southern California for 27 years. He has been married for over twenty five years and has fraternal twins. Marty earned a B.A. Degree in English from Fresno State University, and holds the FINRA Series 7,63,and 65 registrations, and California Life & Health licenses. Marty has also taken Business Management coursework at the University of California at Los Angeles. Prior to joining Merrill in 1994, he completed a successful career in Investment Real Estate. Please consider reaching out to Marty today to begin these important discussions.
You can reach Marty at 559-436-3342 or by email at
Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.
Merrill Life Agency's California License Number 0522776
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.
Fresno State University
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.
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.
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