Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
I hold a CERTIFIED FINANCIAL PLANNER certification, awarded by the Certified Financial Planning Board of Standards, Inc I focus on working with high networth individuals and their families, including professional athletes and coaches. I work strictly in the client's best interest.
Charlie Trapani began his investment career in 2001 as a Financial Advisor serving clients with wealth management, retirement planning, education savings, life insurance, and long term care planning. He joined Merrill Lynch Wealth Management in 2009 and holds a CERTIFIED FINANCIAL PLANNER certification, awarded by the Certified Financial Planning Board of Standards, Inc. Charlie focuses on high networth individuals and their families, including current and retired professional athletes and coaches.
Charlie’s approach to wealth management is consultative and objective, and he is committed to providing excellent service. Before any financial decisions are made he will consider your entire financial picture, taking the time to thoroughly understand who you are and what matters most to you and your family. With this knowledge, Charlie is able to help you establish your objectives, develop an appropriate investment strategy and make recommendations that draw upon the breadth and depth of a world class financial institution, connecting all aspects of your financial life.
Charlie will also conduct periodic reviews with you to help oversee progress toward reaching goals and keeping strategies consistent with any changes that occur in your life and/or business.
Charlie Trapani adheres to a disciplined goals based wealth management process that delivers a consistent, yet customized, client experience.
1. Assists client in establishing objectives, determining time horizon, risk tolerance, and liquidity needs.
2. Develops a strategy to help achieve goals.
3. Reviews investment strategy.
4. Regularly review and assess progress.
Charlie has over 25 years of business experience working in small businesses and large corporations. He has also owned and operated two small businesses during his career. He holds a bachelor’s degree in Business Administration from the University of Vermont and an MBA from Fairleigh Dickinson University.
University of Vermont
Fairleigh Dickinson University
English & French
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.
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.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #632509
Insurance Specialist
Merrill Lynch
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.
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 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. |
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