Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Frank Vigilante partners in the financial lives of families and small businesses. His commitment is to provide a high level of personalized service building on the Merrill Goals Based Wealth Management Process. This puts each client at the center of the conversation, and keeps them there for the life of our financial relationship while focusing on things that are important, like family, health, home and target retirement lifestyle budget. He would describe himself as passionate, highly energetic, and will play a pastoral role as a financial caregiver.
Frank has been a Financial Advisor with Merrill Lynch Wealth Management since 2015, and brings over 30 years of professional experience into my encore career. As a Financial Advisor, he will partner with Firm specialists to help ensure an unparalleled client experience, including business banking, mortgage lending (NMLS 1452635) through Bank of America, long-term care planning, retirement and alternative investments. His primary goal is to give his clients attentive, best-in-class service while leveraging institutional quality resources.
MOST PROUD OF:
• Working hard and embracing my encore career here at Merrill
• Committing to an attentive, best-in-class client service experience
• Integrating behavioral coaching into my practice (e.g., strategize "The 4 Big Retirement Risks”)
• Leveraging innovative financial strategies customized to the unique goals for each client (e.g., Alternative Investments)
• Modus operandi: "stay curious and keep moving!”
• A daily commitment to maintain a healthy lifestyle
WELCOME A CONNECTION IF:
• You are looking to work with a dedicated Financial Advisor who will listen to you and assist you in your financial life
• You would like to be connected to anyone in my network
• You have a passion for trail hiking, choir, and eating pasta
Fairleigh Dickinson University
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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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.