Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Josh Finkelstein is a Vice President, Wealth Management Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. Josh has been in the financial services industry for more than 15 years and joined Merrill in 2012. He has dedicated himself to thoroughly understanding the priorities of high-net-worth individuals, families and non-profits, providing them with personalized attention and disciplined, customized investment strategies. Clients have entrusted Josh and his team with over $350 million in client balances as of January 1st, 2020.
Josh provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He works with clients to help identify their primary goals and needs – including asset allocation, retirement planning and tax minimization strategies. Investing strategies include equities, tax free municipal bonds and alternatives including private equity. In addition, Josh can offer clients access to banking, credit and lending from Bank of America, N.A.
Josh received his Bachelor’s degree in Business Economics and a Master’s degree in Economics from the University of California at Santa Barbara (UCSB). Josh was UCSB’s Division 1 Varsity Tennis Captain and was also UCSB’s Scholar Athlete of the Year. Josh holds the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute™, taught in conjunction with the Yale School of Management.
UC SANTA BARBARA
WEIL TENNIS ACADEMY
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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.
Bank of America, N.A.
UHNW Insurance Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
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 strategy, 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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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 Wealth Management Advisors, we will help you 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will help you 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.