Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Joan (Joni) L. Suski, CFP®, CDFA®, CRPC®, is a Wealth Management Advisor and Assistant Vice President at Merrill Lynch. 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 Lynch 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 showcases Total Merrill (Advice, Planning, Retirement, Stock Options, Education, IRA, 401(k), 403(b), Insured Defined Benefit Plans, Annuities, Home Financing, 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 include:
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 Alice Serre,at(860)368-6959 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. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Hartford
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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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. 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.
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We will work to help you stay on track, regardless of what the markets are doing.