Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Tony has been a financial advisor since joining Merrill Lynch in 1996. His passion is to provide the highest quality of service and professional guidance by developing individual client relationships based on trust and formed through a genuine, thoughtful, and deliberate process. His focus is on wealth management and planning for income during retirement.
Tony's approach to wealth management is consultative, objective and personally tailored. First, he takes the time to listen to and review each client's financial situation, objectives, and goals. Second, he offers recommendations for investment strategies designed to accurately reflect each client's income and growth expectations. And third, he regularly reviews and monitors each client's portfolio to help ensure that it is on track and reflective of any life-changing events.
Tony is exceptionally service-oriented, striving to stay in close contact with each client. He believes that his proactive approach enables him to anticipate the client's financial needs and keep them informed.
In his words: "I am a financial advisor committed to providing the utmost in service and performance for each client. I always strive to provide the best, most professional, most knowledgeable service possible. I hold myself to a high standard of honesty and integrity, and I always try to perform to the best of my abilities. My greatest satisfaction is achieving a level of trust with clients so they proudly recommend me to their friends and family without reservation."
Tony is a 1990 graduate of Norwich University, The Military College of Vermont, with a B.S. in accounting. He subsequently served five years on active duty in the U.S. Army, attaining the rank of captain. Tony is active in his local community as a member of a town committee and other civic organizations along with St. Paul's Church. He and his wife, Jennifer, live in Berlin, Connecticut, with their two children.
We along with your tax professional can help you understand how it might affect your investment strategy
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 # 418849
We offer you access to the investing insights of Merrill Lynch 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.