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Profile

Anthony "Tony" Corsino, CRPC®, serves the financial affairs for a select group of families, corporate executives, business owners, and retirees throughout New England. He offers a holistic approach to wealth management that is designed to simplify the financial lives of his clients so they have more time to focus on what matters most in life; family, friends, and themselves.

Anthony’s process will help you implement customizable strategies that will allow you to organize your wealth based on your goals. Then he will work with you to connect all aspects of your life and create an environment where things work in unison. Through regular conversations about your financial health, Anthony makes sure he understands your current situation and helps you to solve complex problems. Above all else, he strives to deliver exceptional customer service and a positive client experience.

Anthony’s team of highly skilled professionals utilize the full power and capabilities of Merrill to help you pursue your goals. With access to Bank of America Private Bank (formerly US Trust), Anthony can work with you on trust and estate planning needs; through Bank of America, N.A, Anthony can provide you with credit and lending solutions, and through Merrill Lynch Wealth Management, Anthony can provide you with an investment initiative that is crafted to reflect your short and long term goals. In addition, Anthony will collaborate with your external tax and legal advisors, as appropriate, to ensure your estate planning and tax strategies are aligned.

Committed to ongoing education, Anthony has a personal policy to read a book a month.

Anthony holds the SIE, Series 7, and Series 66 FINRA registrations. Anthony is a CRPC®, Chartered Retirement Planning Counselor℠ designee.

*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.

  • LANGUAGES

    English

  • EDUCATION

    Bentley College

    Villanova University

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.

Vic Diune

Wealth Strategist

Merrill

Martin Sheehan

Wealth Management Banking Specialist

Merrill

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue goals that matter most to them. I work with individuals and families to understand their financial situation, risk tolerance, time horizon and liquidity needs. I help them articulate their short- and long-term goals, then work with them to establish a financial approach aligned with what they strive to achieve. I do so while combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America.

Philosophy

I believe that communication is instrumental to success in managing life’s challenges. That’s why I work to engage families in the financial decision-making process. Communicating openly with family members on the sometimes difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer opportunities to educate the younger generation about how assets may be invested.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Approach

Wealth Management is a dynamic process. As I focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you and your family. My job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities. I will be here to help you make adjustments to your wealth management approach if and when necessary over time.

Investments

No matter what your priorities are, I offer advice to help you turn your ambition into action. I draw on many experienced investment professionals at Merrill to deliver insights that help you maintain a long-term focus while taking advantage of short-term opportunities. Through the Merrill Investment Advisory Program I offer custom strategies that deliver an appropriate balance of risk and reward, comprised of investment fund and manager offerings that have undergone a thorough evaluation process before they can be included in your portfolios. And all my actions are grounded in a deep understanding of what matters most to you and complemented with regular review. I believe this approach will give you the power to help you meet your goals.

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 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.

      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.

      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.