Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Merrill Lynch

The Scandariato Group

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Merrill Lynch
Wealth Management

At The Scandariato Group, every member of our team is dedicated to helping people achieve their financial goals with simplicity and transparency. Our passion is developing long term relationships with the families we serve. Our guidance is tailored to support your current lifestyle, retirement needs and legacy goals - All while making you feel comfortable and confident every step of the way. 

Welcome

We believe that an understanding of you and your family, your financial situation and what matters most to you form the cornerstone of the relationships we develop. Our passion is to build long-term relationships with 1st and 2nd generation business owners & executives, providing comprehensive guidance. We're committed to helping you achieve your greatest objectives with simplicity and transparency through our disciplined proven process.

Philosophy

It’s important to plan for your financial future, which means getting more than investment advice. We believe you will find value in a one-on-one relationship with a member of our team who is dedicated to knowing you and your family, your financial situation, what matters most to you and what keeps you up at night. Using an understanding of your life and priorities as a foundation, we can work with you to build a goals-based financial approach designed to bring you financial confidence.

Approach

Working with the team means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to your life priorities. Helping you pursue your goals starts with getting to know you and your family. Understanding what matters most to you helps in the creation of a financial strategy that reflects your investment style and is built around your priorities. You’ll receive advice to help you navigate the inevitable changes that can occur in life.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Our financial planning process begins by getting to know you and understanding your goals. We can collaborate so the team can gain a comprehensive understanding of your goals, what you value most, including your risk tolerance, time horizon, and liquidity needs. One-on-one discovery meetings with you draw on the analytical skills and deep experience of the team to review your portfolio and objectives so that we can work closely together to create a personalized plan to help you pursue your goals.

Focus On High-Net-Worth Individuals and Families

Great wealth is not an end in itself. It is a way by which you can decide what you want to accomplish and with whom you wish to collaborate to pursue your goals. Our team is highly experienced about the challenges faced by individuals with substantial wealth.

A limited client base helps ensure that substantial time and energy can be devoted to assessing and tailoring individual strategies for you. It also allows the team to be responsive to your personal goals and focus on those services that contribute to simplifying your financial life. We believe the value delivered to you reaches well beyond investment management; it extends to the advice and guidance that may be of assistance in nearly every aspect of your financial life.

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.

Investments

We believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor we will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer consistent, personalized advice. Combined with professional management, you can stay on the right path towards pursuing your long-term objectives.

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.

Joseph M Scandariato, Jr

Barron's "Top 1,200 Financial Advisors" 2024
Published on March 8, 2024. Rankings based on data as of September 30, 2023.*

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 "Best-in-State Wealth Advisors" 2020, 2021, 2022, 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Dominic Altobelli

Financial Planning's "Top 40 Advisors Under 40" 2024
Published on February 6, 2024. Rankings based on data as of September 30, 2023.*.

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 "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.

Forbes "Top Next-Generation Wealth Advisors" 2017, 2018, 2020-2023
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.

Forbes "Best-in-State Wealth Advisors" 2022, 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

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.

Milos Bjedov

Wealth Management Banking Specialist

Merrill

David Neumann

Senior Structured Credit Executive

Bank of America, N.A.

James G Nagrant

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #444459

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.