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- Trust & Estate Planning Services4
- Education Funding1
200 GLASTONBURY BLVD
GLASTONBURY, CT 06033
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Joan (Joni) L. Suski, CFP®, CDFA®, CRPC®, CPFA®, is a Wealth Management Advisor and Assistant 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 CounselorSM (CRPC®) designation awarded by the College for Financial Planning.
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 Client Associate Matt Corjulo, at (860) 368-6953 for an appointment.
Disclosures: Certified Divorce Financial Analyst® and CDFA® are trademarks of The Institute for Divorce Financial Analysts™. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
University of Hartford
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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 offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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