Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Expert panelists explore how the rest of the year may be shaping up for the economy and the markets — and highlight the longer-term forces transforming our lives.
Dante Cerroni is a Vice President, Wealth Management Advisor at the Merrill Lynch Wealth Management office in Bloomfield Hills, Michigan. Dante holds the Chartered Retirement Planning Counselor (CRPC®) and Certified Plan Fiduciary Advisor designations.
Dante and the specialists he works with provide a select group of clients with customized strategies that align with their goals. Some of the wealth management services Dante and his team provide are investment planning, retirement planning, risk management, and estate planning services. Dante also works with select small-to-mid size businesses, and assists them with their financing needs and corporate retirement plans.
In addition to his professional involvement at Merrill Lynch Wealth Management, Dante currently sits on the Board of Directors of the Catholic Central (C.C.) Alumni Association, and is a trustee of the C.C. Endowment. Dante was also previously a member of the Finance Committee of the Italian American Club of Livonia.
As a lifelong resident of the Detroit area, Dante resides in Bloomfield Hills with his wife and four children. He stays active by golfing, skiing, and playing tennis. Dante also enjoys coaching his children's soccer and baseball teams. If and when he has free time, Dante really enjoys cooking and opening a great bottle of wine with family and friends.
*Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for 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.
University of Michigan
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.
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.
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.
Wealth Management Banking Specialist
Bank of America, N.A.
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.
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