Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Mr. Tetreault is a Senior Consultant He has been with Merrill Lynch since 1999. He has a B.S. Degree in Business Administration with emphasis in Accounting and an M.B.A. in Business Management.
Prior to Merrill Lynch, Mr. Tetreault was responsible for a worldwide consulting software practice for a leading information technology services firm. He has extensive executive management and international business experience and has consulted with many of the Fortune 100 companies. He is a Vietnam veteran and served 4 years with the United States Marine Corps.
Currently Mr. Tetreault provides financial advice and wealth management services to more than 70 high-net-worth clients. He has hands on experience assisting clients with various financial strategies including: concentrated stock; life insurance; annuities; retirement and estate services; home and business financing; and investment strategy, Mr. Tetreault also provides advice on retirement plans for small businesses.
His clientele is comprised of affluent families and individuals; corporate executives; active and retired airline pilots; and successful business owners who value the disciplined approach he brings to the relationship.
Mr. Tetreault's objective is to provide his clients with a high level of service while delivering a total financial solution based on a client's risk tolerance; time horizon; liquidity needs; and overall investment goals.
*Banking products and services provided by Bank of America, N.A. (NMLS#515764)
Our team is involved with local communities, assisting charitable organizations such as the Springs Rescue Mission. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
San Jose State University
Southern New Hampshire University
We along with your tax professional can help you understand how it might affect your investment strategy
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.
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
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.