Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill Lynch

Caso, McDonell & Associates

Wealth Management Group

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

Our team will help you find the right approach for you to help you meet your personal wealth management goals, or the goals of your organization.

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Welcome

We focus on developing customized potential financial solutions for individuals and their families by working closely together with clients after we understand their goals and agree upon next steps. Working with us means you have a caring advisor helping you to pursue your goals. We are committed to understanding your unique challenges, priorities, and financial resources. You may be concerned with preserving and growing your wealth or leaving a legacy to your family or a charity. Whatever your personal goals may be, we will work with you to develop a customized financial approach designed to help you pursue what’s most important to you.

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Philosophy

No two people are alike. Consequently, there is no single wealth management approach that is appropriate for everyone. What matters most to us is what matters most to you. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can we help you position yourself to identify and address financial challenges and potential opportunities. To that end, we will thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Approach

We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.

Our  job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities.

Our approach is to help you pursue your goals by providing customized service and potential investment solutions. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.

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Capabilities

Our wealth management process begins by getting to know you and understanding your goals. We start by developing a thorough understanding of what you value most, your risk tolerance, time horizon, liquidity needs, and what your goals may be. In our one-on-one discovery meetings with you, we draw on the analytical skills and deep experience of our advisor team to review your portfolio and objectives so that we can work closely together to create a financial approach that helps you pursue your goals.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Live Education Events

January 18th, 2023: Financial tips for your 50s and 60s

Register for 5pm Session

 

February 7st , 2023: Health care costs in retirement: A closer look at Medicare

Register for 7:00pm Session

 

March 28th, 2023: Financial matters for women

Register for 4:00pm Session

 

April 28th, 2023: Journey of Caregiving

Register for 3:00pm Session

 

May 8th, 2023: Social Security

Register for 3:00pm Session

 

June 15th, 2023: Financial fundamentals

Register for 1:00pm Session

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.

Philip M Caso

Forbes "Best-in-State Wealth Advisors" 2018
Published on February 15, 2018. Rankings based on data as of June 30, 2017.

Meet the 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.

Sameer Derashri

Wealth Strategist

Merrill

Oralia Rojas

Structured Credit Executive

Bank of America, N.A.

Nick Foley

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1190976

Past Events

Practice Transition

November 30th, 2022|6:30 PM - 8:00 PM EST

Virtual Event - RSVP to receive a link to the webinar.

Topics to be discussed

  • Current and future market conditions
  • How to maximize the value of your practice
  • Identify pitfalls to avoid when transitioning
  • Structuring the sale from a legal perspective
  • Learn how the transaction is financed from a lender perspective
  • Post-sale retirement investing options

    The Future of Travel

    November 10th, 2022|6:00 PM - 7:00 PM EDT

    The Future of Travel

    Virtual via Veracast + Stage Right

    Merrill invites you to join us for an insightful webcast on what’s in store for the travel industries – where the airline, hotel and leisure industries could be headed – and themes to watch in 2023.

    Every day, technology is changing the way we live...but how is it affecting TRAVEL - one of the biggest global passions out there?

    The holidays are almost here, and that means food, fun, and making travel plans for the upcoming year! Have your clients and prospects prepare to impress family and friends by learning about the latest technological advances in travel, and what's in store for the travel industry -- where the airline, hotel and leisure industries could be headed - and themes to watch in 2023.

     

     

      Washington Update Pt. 2 - 2022 with Andy Friedman

      October 19th, 2022|4:00 PM EST

      **October 19th at 4:00pm EST**

      Merrill invites you to the second in a two part virtual event series featuring Andy Friedman, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. into potential growth strategies for business owners, executives and high net worth investors. Andy will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.

      According to CNBC, Andy Friedman is “one of the nation’s most sought-after speakers on all things political.” An expert on political affairs, Andy explains the ever changing, sometimes confusing, and often crazy world of Washington in a straightforward bipartisan manner. He is known for predicting the outcomes of Washington deliberations and providing financial advisors and investors with strategies to consider in light of the changing political landscape.

        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

            We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.

            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.