Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Charles I. Slater began working in the financial services industry in 1989. At Merrill Lynch, he leads a team which works exclusively with high net worth clients and corporate retirement plans. His team’s main focuses is in the development, implementation and monitoring of customized financial strategies for individual, families, and businesses. The main goal is to become an essential resource to our clients and help them achieve their financial goals and expectations utilizing appropriate risk. As well, Charlie Slater’s team employs time-tested tax planning and investment strategy to help benefit their clientele. Foremost Charlie Slater’s team is based on integrity, technical experience, and client satisfaction.
Charlie, throughout his career has served to both domestic and international wealth management clients. He builds long-term relationships with clients and helps them establish financial strategies based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. Charlie leads a team of professionals that provide customized investment and access to banking services through Bank of America, N.A. strategies to help his clients meet their financial goals. Through his consultative and planning approach Charlie helps clients create and grow assets as well as preserve their wealth. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
Charlie graduated from the University of Hartford with a B.S. in the Barney School of Business. He currently holds Series 7, 9, 10, 63, 65, and 31 FINRA registrations. He also obtained his license for Life and Health.
Charlie resides in Rockland County, NY with his wife and two kids. He is an active member in the community serving as Past Chairman of the National Academy of Finance. Team leader of American Heart Association and the Hudson Valley Blood Center.
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 Hartford
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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.
Senior Wealth Management Lending Officer NMLS # 644454
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.
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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.
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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.