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Joan (Joni) L. Suski, CFP®, CDFA®, CRPC, CPFA®, is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, awarded by the Certified Financial Planner Board of Standards, Inc. Joni also holds the Certified Divorce Financial Analyst®, (CDFA®) designation awarded by the Institute for Divorce Financial Analysts™, and the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning. She is one of few Advisors that hold the Certified Plan Fiduciary Advisor credentials for 401k Solutions for Business.
Drawing on 15 years experience as a Certified Public Accountant, CPA, and 11 concurrent years as a Certified Management Accountant, CMA, before deciding to join Merrill in 2004 as a Wealth Management Advisor, Joni caters to an elite group of individuals, families, businesses, and other entities for investment and retirement plan evaluation, design, implementation, and review. "As a Wealth Management Advisor, I am able to offer a deeper, more full-service and holistic approach to serving clients' needs." When asked what I do, I simply say, "I tell people that I know very well and care for very much what is best for them financially."
Joni's process includes learning about a Client's assets, liabilities, health, time horizon, and goals utilizing Merrill's state-of-the-art Wealth Management tools at the outset of the relationship. These elements are updated during customized reviews also leveraging the above mentioned tools.
Joni showcases Total Merrill (Advice, Planning, Retirement, Stock Options, Education, IRA, 401(k), 403(b), Defined Benefit Plans, Annuities, Home Financing, NMLS ID#579961, Medical and Professional Practice Financing, Lending, Credit, Access to Banking Services from Bank of America N.A, Investing, Estate Planning Strategies, Life and Long-Term Care Insurance, Philanthropy, Nonprofit Services, Succession Planning for Businesses, Cash Management, and Wealth Preservation Strategies) to desirable clients and highlights the many benefits to the prestigious Merrill Lynch Professional Alliance Program to select CPA Firms, Law Firms, Banks, and Insurance Companies.
Along with the industry's Specialists, she holds Continuing Professional Education for Certified Public Accountants, (CPE for CPAs), and hosts monthly Professional's Luncheons. Call her at (860) 368-6968 for information on getting on the invitee list.
Professional and Social Organization Memberships have included:
The Certified Financial Planner Board of Standards
The American Institute of Certified Public Accountants
The Connecticut Society of CPAs
American Cancer Society Committee Member
The Institute for Divorce Financial Analysts
The Hartford Golf Club
Joni earned her Bachelor of Science in Business Administration from the University of Hartford with a concentration in Accounting and minors in Mathematics and Psychology. She, her husband, and their three children live in Avon, Connecticut.
"I welcome the opportunity to be an essential resource to clients during the wealth accumulation, wealth preservation, and wealth distribution phases of their lives". You may contact my wonderful Registered Wealth Management Client Associate Matt Corjulo, at (860) 368-6953 for an appointment.
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.
English
University of Hartford
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, 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.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and 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 Wealth Management Advisor.
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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