Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Michele Cerrato Mannino is a Senior Vice President, Wealth Management Advisor at Merrill Lynch with over 30 years of experience. Her business focus is on high-net-worth individuals, and includes corporations and pension accounts. She has been successful in helping clients meet their financial goals through responsible and informed financial strategies which are the cornerstone of successful wealth management.
Her personal approach to business has always been one of honesty and integrity. She and her team pride themselves on a highly personalized level of service to clients. Michele has consistently earned a high degree of customer satisfaction and is especially proud of her outstanding account retention.
Michele holds a BS degree in Administrative Sciences from Montclair State University and an MBA degree in Corporate Finance from Monmouth University.
Michele is a longtime officer of the League of Women Voters.
She is a member of The Church of St. Helen in Westfield where she is a catechist.
She and her husband reside in Westfield, New Jersey. They have two adult children.
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.
Montclair State University
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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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*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. Merrill Lynch Wealth Management 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.
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.