Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Dennis began working in the financial services industry in 1998 in various capacities including private equity, corporate finance and program trading and has worked in Australia, Switzerland and the United States. He provides solutions based upon his clients risk tolerances, time horizons, liquidity needs and overall investment goals, for credit and lending, investment planning, retirement planning, and income replacement strategies in the case of death, disability or other adverse conditions for individuals, families, businesses and organizations.
He is experienced in working with national and state professional organizations to enhance their membership value to current and prospective members using the Merrill Lynch Corporate Rewards Program. And currently works with the Medical Society of The State Of New York (MSSNY) and New York University (NYU) Corporate Rewards Programs for members, employees and alumni. Dennis also helps his business clients monetize their existing corporate structures to create passive streams of income, using revenue sharing programs offered by the Bank of America.
Dennis attended Queens College of The City University of New York as an undergraduate student where he studied in Chemistry and Biochemistry. He holds the General Securities Principal and Registered Options Principal FINRA registrations. And is also a member of the Market Technicians Association and the Chicago Board of Options Exchange (CBOE). Presently he resides in Nassau County with his wife and their two daughters.
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Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Director, Retirement Plan Specialist
Wealth Management Banking Specialist
Wealth Management Lending Officer NMLS # 589394
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.
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