Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 CounselorSM designation from the College for Financial Planning.
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.
English, Italian & Spanish
Pennsylvania State University System
University of Maine System
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ISG Portfolio Strategist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.