Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
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 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 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 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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.