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.
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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.
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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 you stay on track to 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.
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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.
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Drawing from our experience and the best thinking of Merrill, 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.