Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Giovanni Bernetti brings a relaxed and dedicated approach to the financial services industry. First and foremost, he believes that it is all about you and your goals. For those individuals that are new to him he wants to get to know them. Learning their backgrounds and what they already have been doing, helps Giovanni and the individual select each other to ensure that it is a good working match. Giovanni’s experience and approach encourages a great developed relationship with clients. These are based on foundational clarity. He is continually building their relationship with trust and complete satisfaction as Giovanni provides a high quality of service, advice and attention to details.
Giovanni is based out of the Bloomington branch of Merrill Lynch and has clients throughout Central Illinois as well as many states. The majority of clients are local individuals and families that are business owners, business executives and professional people in several fields. Because of high client satisfaction, it only seems to make sense that his service model is based on referrals from friends and families of existing clients. As Giovanni says, “My primary responsibility is to make sure clients are realistic in their goals; which are established before our relationship starts.” His service is based on the individual needs of each client. To track the progress of a client’s wealth management plan, Giovanni meets with clients quarterly, either in person or by phone.
Giovanni has completed the exams for the Series 7, 63 and 66 FINRA registrations and the State of Illinois Health and Life Insurance licenses. He holds the Chartered Retirement Planning CounselorSM (CRPC®) designation, which will enable him to employ Wealth Management strategies at a higher level throughout his wealth management process. He received his Bachelors degree from Illinois State University in 1994.
Giovanni is married to Genevieve and resides in Bloomington, IL. They have a daughter Gianna and a son Lorenzo. He enjoys running, snow skiing, water skiing, golfing, biking, traveling, cooking and relaxing with some wine. After growing up in the Chicago suburb of Palos Park and graduating from Illinois State, Giovanni continues to enjoy living in Central Illinois. He has a close relationship with his mother, three sisters and eight nephews and nieces. He has a puppy named Jasmine. When he has the time, he enjoys vacationing to Aspen, Colorado where the skiing is plentiful!
Dena Harris, Registered Client Associate, has been with Merrill Lynch since 1998 and is responsible for all administrative matters. Dena is committed to and delivers the highest level of client satisfaction.
*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College of Financial Planning.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & Italian
Illinois State University
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.