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Merrill Lynch
Wealth Management
Mario provides investment advice and guidance to high net worth private investors, business owners and Fortune 500 corporate executives. He has worked with and advised professional athletes, coaches and their families.
Profile
Mario N. Milelli, Vice President and Senior Financial Advisor for Merrill Lynch Wealth Management is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing their own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage strategies on a discretionary basis. Mario has also earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning Institutes Corp.
Mario’s role as a client’s essential advisor is to listen and clarify issues that matter most. It’s this careful attention to client goals and aspirations that allows him to build long term successful relationships. With more than 30 years of investment experience with Wall Street's premier financial services firms, Mario has earned the trust of long standing and loyal clients while maintaining a reputation for the highest level of honesty and integrity.
In addition to portfolio management, Mario offers services that focuses on options, alternative investments, exchange funds, concentrated equity management and tax minimization strategies. Critical to this process, is helping clients understand their true tolerance for risk, which according to Mario, is paramount to a client’s long term investment success. By coordinating teams of internal Merrill specialists to work with clients’ other trusted advisors: CPA’s; Estate/Trust attorneys/Lending Officers, Mario can customize a highly tailored financial strategy that seeks to create, grow, preserve, and transfer a client’s estate while providing lifetime income. Having experience with both traditional and non-traditional forms of lending, such as lending against restricted or concentrated stock positions to lending towards a real estate purchase, or establishing letters of credit (LOC), Mario provides guidance to help meet a client’s home financing and liquidity needs.
Mario is a graduate from The Pennsylvania State University where he received his Bachelor of Science degree in Finance. He resides in Denville, New Jersey with his wife and two daughters. He’s an avid soccer player and enjoys coaching his daughter’s teams. Mario volunteers for various community organizations in the Metropolitan area.
Disclosure:
Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
NMLS # - 799004
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LANGUAGES
English, Italian & Spanish
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EDUCATION
Pennsylvania State University System
University of Maine System
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Supported by the global resources of Merrill, my 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.
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Robert Jarvis
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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Michael K Costo
Retirement Specialist
Bank of America, N.A.
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