Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Vince DiLullo serves as a Vice President and Wealth Management Advisor for Merrill Lynch Wealth Management. Utilizing his 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, fiduciary 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 board member for the Westport-Weston Chamber of Commerce. He also serves as a member for the Rising Professional Advisors Council with the Fairfield County Community Foundation.
University of Hartford
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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
*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. Merrill Lynch Wealth Management 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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.