Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
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.
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.
English
Bentley College
Villanova 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.
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.
Trust Specialist
Bank of America, N.A.
Structured Credit Executive
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
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. |
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