Women’s superpower: Investing

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Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

Watch now

Merrill Lynch

Di Ianni & Associates

Merrill Lynch | Aspen, CO

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Merrill Lynch
Wealth Management

Di Ianni & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.

Di Ianni & Associates

Welcome

Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.

Our team focuses on a limited number of high-net worth families, endowments, and private family foundations nationwide. We value our client relationships and are committed to providing objective, customized strategies and exceptional personalized service.

We recognize that our clients have different goals and objectives and we believe this should be reflected in a personalized investment policy detailing risk parameters and time horizon. Our advice encompasses asset management, liability management, estate preservation, philanthropic planning and next generation education.

We work closely with our clients’ attorneys, accountants and other advisors so we may provide a disciplined, goals-based wealth management process, that has flexibility to adapt to an ever changing economic environment. Our goals based approach enables clients to measure their progress in meeting their personal goals, not just beating benchmarks.

In practice, our philosophy creates long term relationships that span market cycles and generations.                                                                                                                       
 

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Our Process

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. We’re here to help clients answer questions like “How can I grow and preserve my assets?” and “How can I expand or transition my business?”. We can transform your charitable desires into meaningful action, provide custom lending enabling you to pursue the things you love, and help develop your wealth transfer strategy to help ensure assets are distributed and used as you intend.

Our ability to provide access to the investment insights of Merrill, as well as banking from Bank of America, and trust and fiduciary services from Bank of America Private Bank offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with strategies for transferring wealth to the younger generation.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Donna M Di Ianni

Forbes “Best-in-State Wealth Management Teams” 2023 - 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Barron's "Top 100 Women Financial Advisors" 2013 - 2023
Published annually in June. Rankings based on data as of March 31 of the current year.

Forbes "America's Top Women Wealth Advisors" 2017 - 2024
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.

Forbes "Best-in-State Wealth Advisors" 2018 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2009 - 2023
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Maxwell A Rispoli

Forbes “Best-in-State Wealth Management Teams” 2023 - 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Forbes "Top Next-Generation Wealth Advisors" 2020 - 2021
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.

Forbes "Best-in-State Next-Generation Wealth Advisors" 2019, 2022, 2023
Published annually Aug - Sept. Rankings based on data as of March 31 of current year.

Meet Our Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

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.

Craig Considine

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #18144

Tiffany Blacksten

Wealth Management Banking Specialist

Merrill

Bryan Austin

Private Wealth Strategist

Merrill

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.

      Why Merrill?

      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.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.