Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Alessandro Marchetti is a Financial Advisor at the Merrill Lynch Stamford, Connecticut office. He joined Merrill Lynch and the Neuman Kolenberg group in June of 2016. Alessandro Marchetti is a graduate of the Unviersity of St. Thomas in Saint Paul, MN, where he earned a Philosophy and Catholic Studies degree in 2012, and his MBA in 2016. He curently lives in Stamford, CT with his wife and three kids.
The Neuman Kolenberg Group is committed to helping individuals, families and businesses secure their financial independence, plan for their retirement and develop their estate and philanthropic strategies. We do so by creating customized strategies and solutions based up client risk tolerance, time horizon, liquidity needs and overall investment goals. Our estate and philanthropic strategies are coordinated with legal advisors for the benefit of the families and charities of choice of our clients. Utilizing the tools, services and products of Merrill Lynch, Bank of America, the Neuman Kolenberg Group can effectively become the private banking center for families, endowments and local businesses.
Alessandro follows the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.
University of Saint Thomas
Learn about the MyMerrill Mobile App.
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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.