Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

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Profile

Paul Maletsky is a Vice President Financial Advisor and a Senior Portfolio Advisor at Merrill in Short Hills, New Jersey.

Paul holds FINRA Series 7, 55, 63 and 66 registrations.

As a Merrill Lynch Wealth Management Advisor, Paul focuses on connecting all aspects of clients’ financial lives to help them prioritize and pursue goals that matter most to them. He works with individuals and families to understand their financial situation, risk tolerance, time horizon and liquidity needs. He helps them articulate their short- and long-term goals then recommend a financial strategy aligned with what they strive to achieve. He does this while combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America.

Paul holds a BA in Engineering from Lafayette College. Prior to joining Merrill Lynch Wealth Management in 2013, Paul worked as an equity trader and has held positions as an analyst and in portfolio management on Wall Street. Previously, he also spent three years as a Managing Director at a consulting firm specializing in community banking. In his spare time, Paul is an avid classic car enthusiast (including automobile restoration), he previously sat on the board of the Randolph Area Chamber of Commerce, and he coaches his son’s competitive little league team!

Paul follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in his community, such as the Morris 200 Club, which proudly supports Morris County Police Officers, Fire Fighters, First Aid Squad Members, and Members of the New Jersey State Police serving Morris County who pass away in the line of duty. Their objective is to emotionally and financially support the widow(er) during that difficult time.

  • LANGUAGES

    English

  • EDUCATION

    Lafayette College

Professional Staff

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.

Additional Resources

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.

Francisco J. Escalante

Wealth Management Banking Specialist

Merrill

Peter J Charlton

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #222586

Tricia Kropp

Wealth Strategist

Merrill

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

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Placing the investor at the center of the wealth management process—while maintaining a market focus — is my goal in helping clients through difficult financial transitions and decisions that occur in their lives. I start with a conversation, building a foundation that helps me understand your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, disciplined strategies can be customized, drawing upon the investment insights of Merrill and access to the banking convenience of Bank of America. As your life and the markets change, we will meet to track and adjust strategy, as needed.

Philosophy

Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situations can be helpful. Even if you’re accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.

Approach

Wealth Management is a dynamic process. As I focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you and your family. My job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities. I will be here to help you make adjustments to your wealth management approach if and when necessary over time.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      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.

      Why Merrill?

      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.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.