Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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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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.
ISG Portfolio Strategist
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
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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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.