Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
On behalf of affluent clients in the Tri-State area and coast-to-coast, Abe and his team actively address the complex financial challenges of professional entertainers, physicians, senior financial executives, attorneys, business owners, retirees, second-generation clients, and non-profit organizations.
Often, Abe seeks to preserve wealth and achieve steady growth for clients and families – most who’ve been with him for ten or 20 years. Striving to align clients’ portfolios with their goals, comfort with risk, and, especially, prevailing market risk, Abe and his team utilize the research of Merrill Lynch and other resources, as well as input from thought leaders on Wall Street.
After customizing client portfolios across asset classes – equities (including high-dividend payers), bonds, ETFs, mutual funds and alternative investments* – Abe diligently measures and monitors portfolio fluctuations. “We educate clients so each can understand their asset allocation. Then, we remain true to that initial allocation – rebalancing, when necessary, to mitigate risk. By carefully explaining what we do, clients can appreciate what’s evolving within their portfolios,” Abe points out.
With years spent in accounting, Abe is highly attuned to tax efficiency and how pieces of a client’s financial puzzle affect overall wealth. Collaborating with his team and firm-wide resources, Abe provides access to residential and securities-based lending, by working closely with a Wealth Management Lending Officer from Bank of America NA. “My team is exceptional – and we’re passionate about providing superior service,” says Abe. “For estate planning, we connect clients with top attorneys. Clients deserve our very best efforts for retirement and succession planning, college savings and wealth transfer – wherever we can help enhance their financial lives and outlook."
Before joining Merrill Lynch in 1980 as a Financial Advisor, Abe worked at Paine Webber and Prudential Bache Securities, where he began in auditing (after launching his accounting career by specializing in auditing broker dealer firms).
Abe is a native of Chicago who graduated from Chicago’s Roosevelt University and played on the school’s basketball team. Today, Abe and his wife, Renee, are proud parents of four children and live in Fair Lawn, New Jersey. When he’s not building client's in-depth and transparent financial strategies, Abe serves on his synagogue’s board (as he has for many years), enjoys to travel, and is an avid Brooklyn Nets and New York Yankees fan.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help achieve what's most important to you.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.
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Drawing from our experience and the best thinking of Merrill Lynch, 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.