Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

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Michele Pasqualina, Vice President and Holly Valinotti, Client Associate

Profile

     Michele Pasqualina is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management's Great Neck office in The North Shore Complex.  Michele works primarily with individuals, multi-generational families and business owners to develop and implement investment and estate planning strategies to put their money to work with the shared goal of a life well spent.  A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
 
    Michele earned her B.A. in Liberal Arts at Smith College, where she designed a course of study tracing the way people learn.  At Smith, Michele held the positions of Strategic Chair and President of the Student Alumnae Association. 

 
     Michele Pasqualina was a Commercial Real Estate Broker in the New York City market for 8 years at two of the largest commercial real estate firms in the country, Cushman & Wakefield and Newmark Knight Frank.  She was involved in many of Manhattan's most prestigious retail assignments, specializing in both Tenant and Landlord Representation, including Ann Taylor, Benetton, Gymboree, Hartz Mountain Corporation, The Hearst Corporation, Revlon, WPP, among others.  Michele has also successfully negotiated on the behalf of entrepreneurs and newcomers to the NYC market.  

     The years advising these entrepreneurs and business owners, who were so personally invested in each real estate transaction, opened the door to advising clients in regards to the entirety of their investments and financial goals.  


     Prior to her career in Real Estate, Michele was the Manager of Client Relations and Deployments at E Commerce Group Products, Inc., a financial software company servicing Fortune 500 companies.  Michele advised clients seeking customized financial software solutions and acted as their liaison to the developers building their product.  Michele made the leap to Commercial Real Estate when Newmark New Spectrum sought a consultant to clean up their databases.



Consulting Work and Background


      Michele worked as a Marketing and Business Development Consultant during her son’s early school years, focused on product development and web development for growing small businesses.  During this time, Michele taught SAT and SHSAT test preparation for Kaplan. She had the honor of teaching at the Gilder Lehrman Saturday Academies in 2011-12 at the Museum of the City of New York, honored by the White House with the 2011 National Arts and Humanities Youth Program Award.


     Michele grew up, literally, in a fine painting school, The Roslyn School of Painting in the Village of Roslyn, New York, which was founded in 1960 by her father Charles Pasqualina.  Her exposure to an eclectic group of passionate artists has shaped her and her ability to help her clients put their money to work to achieve fulfillment in their lives and the lives of others.

 
     Michele is a graduate of St. Mary’s High School in Manhasset, New York.  She was the 1995 Sports Night Blue Captain, the 1994 Junior Art Captain, and the Art Director of the Magnificat.

 
     She is a member of the Smith College Club of New York, an Alumnae Interviewer for prospective Smith students, a volunteer for Friends of the Bay and has served on the Board of St. Mary's High School.

  • EDUCATION

    Smith College

    St. Mary's High School

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.

Ellen R Staffieri

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #20686

Deborah Pugatch

Wealth Management Banking Specialist

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

Philosophy

I believe wealth can create great opportunities, but it can also cause destruction.  My practice is centered on defining a purpose for one's wealth, developing an investment management strategy to see that purpose through, and allowing my clients to live out an extraordinary life, while I take care of the minutia.

Approach

My approach to investing is grounded in an understanding of you. It all begins with a conversation. I take the time to get to know you — your kids' names, how hard you worked to get where you are and how you define success. I'll work together with you to understand your investment personality, prioritize your goals and build a financial approach that reflects your needs. I believe investors can benefit from our advice, access to the investment insights offered by Merrill, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. When it comes to your success, there’s only one financial approach that really matters — yours.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Welcome

My practice focuses on the individual and the family.  My clients are like family.  I want to know who you are and what moves you, what you have done, what you are doing and where you would like to go.  I work one-on-one and with entire families to define the purpose of their wealth.
 

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.