Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Nicole Annette Falciano, CRPC®
Senior Financial Advisor
With over 18 years of experience at Merrill Lynch, Nicole is dedicated to providing portfolio guidance to clients with an emphasis on asset allocation and diversification strategies. Having access to a wide array of specialists, she also provides guidance in the establishment of trust accounts, endowment accounts and estate accounts. At the center of Nicole’s philosophy is a passion to build enduring client relationships through her commitment to providing outstanding service.
Nicole began her career at Merrill Lynch in the Ponte Vedra Beach, Florida branch office in 1999. She then worked in our corporate offices as a Mutual Fund Specialist until relocating to Connecticut in 2006. Nicole graduated from Flagler College in Saint Augustine, Florida with an Accounting degree. Nicole enjoys skiing, cycling and traveling. She enjoys spending time with her triplet toddler and baby daughters Lenora, Carina, Valentina and Nicolina.
Nicole earned the designation of Chartered Retirement Planning Counselor (CRPC®) in 2007. Nicole is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third-party investment managers’ strategies, funds or portfolios. She has been an accredited Portfolio Advisor within Merrill Lynch since 2008.
Working closely with Nicole, Alexandria provides clients with the vital aspects of service and support. She enjoys assisting clients with their banking needs, navigating services on the WWW.MYMERRILL.COM website and account administration. Alexandria has worked in the industry since 2007 and earned a Bachelors degree in Business. She enjoys outdoor activities and spending time with her two children. Alexandria is fluent in Spanish.
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.
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 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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Your advisor is a click away within our site or mobile apps
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*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
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.