Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Volodymyr began his career in 2006, when he moved from Ukraine to the U.S. to join Clemson University. He held a number of research positions in both academic and industrial settings. In 2014, Volodymyr entered the financial services industry and joined Merrill Lynch Wealth Management as a business and data analyst. He has worked in Wealth Management since 2018, following his passion for serving clients needs. As a financial advisor, Volodymyr is well positioned to offer financial advice and guidance supported by the resources and investment insights of Merrill and access to the banking, credit and lending convenience of Bank of America.
Volodymyr, fluent in Ukrainian and Russian, earned his M.Sc. in Chemistry from University of Lviv and Ph.D. in Organic Chemistry from Lviv Polytechnic. Being a strong believer in the value of education and knowledge sharing, he is committed to continuing professional development as well as educating clients to enable strategic decisions and/or investments. He lives in Great Neck, NY with his wife Lucie and their three children: Sara Marie, Stan, and Lucie Elizabeth. The family are avid sports and nature lovers enjoying tennis, biking, and skiing together. Volodymyr plays an active role in the Ukrainian American community.
Russian & Ukrainian
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Wealth Management Lending Officer
Bank of America, N.A.
Associate MSG Specialist
Wealth Management Banking Specialist
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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It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
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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.