Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Managing significant wealth is a considerable responsibility— especially because the stakes are high for your family and your future. Sometimes the demands of this task can make it difficult to concentrate on what matters most to you: pursuing personal and family aspirations, exploring new opportunities, and living the life you have always envisioned. When families reach a certain level of wealth and complexity, traditional advisory services may no longer be sufficient.
With a passion for life and obsession with excellence I see myself as a guardian of tradition helping families design what their futures look like to them. My team and I focus on helping highly successful families manage the full spectrum of their financial affairs through tailored multi-generational strategies and industry-leading resources from Merrill Lynch. Money management, retirement planning, estate planning services, insurance, taxes, business planning succession—we will bring together all of these elements into a cohesive and integrated wealth management plan that will help you enhance and preserve your wealth while enjoying the lifestyle it affords.
Albert Abdo III,CRPC®
Financial Advisor – Senior Portfolio Advisor
Albert is a Chartered Retirement Planning CounselorSM designee* who joined Merrill Lynch in 2014. He is also a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis
Graduate of Florida Gulf Coast University
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.</
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Florida Gulf Coast University
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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.