Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Vince DiLullo serves as a Vice President and Portfolio Advisor for Merrill Lynch Wealth Management. As a Financial Advisor, Vince utilizes more than 20 years of experience across banking, capital markets, financial technology, and wealth management businesses, Vince is responsible for advising business owners, corporate executives, high net worth individuals and families about how to make better decisions in their financial lives. Vince’s approach combines the client experience of a boutique style banking and investment management practice with access to extensive resources, including portfolio strategies, estate planning services, and customized lending and banking solutions.
Prior to joining Merrill, Vince served as a Private Client Advisor with the Private Bank at Bank of America. Prior to his role at the bank, Vince was a Senior Director with Opportunity Network, a financial technology company that facilitates corporate growth by providing business trade and investment deals to C-Suite executives of privately-held companies. Previously, he was an Executive Director for UBS Investment Bank with responsibility for managing the development, origination and distribution of complex investment solutions across various asset classes to financial institutions and private clients in the U.S. Prior to his tenure at the Investment Bank, he held various positions at UBS.
Vince earned a BS in Finance and Marketing from the University of Hartford. He is actively involved in his community as a volunteer for the Wilton YMCA, and supports various initiatives at Our Lady of Fatima Church. Vince also participates in races to raise awareness and financial support for Disabled American Veterans (DAV), an organization supporting soldiers who have returned from war with life-altering injuries. Vince serves as a Director for the Westport-Weston Chamber of Commerce and Kiwanis International of Wilton. He also serves as a member for the Professional Advisors Council with the Fairfield County Community Foundation.
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.
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.
External MSG Specialist
ISG Portfolio Strategist
Bank of America, N.A.
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.