Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
105 SOUTH BEDFORD ROAD
MOUNT KISCO, NY 10549
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Elliot R. Skriloff, AAMS®, CRPC®
Senior Vice President
Senior Financial Advisor
Elliot is a Senior Vice President and Portfolio Manager* in the Mount Kisco, New York office. As a Senior Financial Advisor, Elliot focuses on delivering financial advice, investment strategies, retirement planning, wealth transfer, estate planning services, education planning, financial risk management as well as total wealth management and offers solutions that address each clients risk tolerance, time horizon, liquidity needs and overall investment goals. His client base is comprised of affluent individuals and families, corporate executives, business owners, non-profit organizations, households with special needs family members and others who value the disciplined approach and exemplary level of service that is brought to each relationship.
Elliot has a defined process by which he works with each relationship. He insists on understanding the specific situations of the clients he works with; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions, and review the progress we are making together toward reaching those goals and objectives. With Elliot, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Elliot meets regularly with clients to ascertain whether their financial lives are consistent with their personal circumstances.
Elliot has earned the following designations and uses his advanced skill set as he works with his clients:
AAMS - Accredited Asset Management Specialist designation
CRPC - Chartered Retirement Planning Counselor designation
Elliot is a graduate of Ithaca College and has been in the financial services industry since 1993 and with Merrill Lynch Wealth Management since 2004. He lives in Armonk, New York with his wife and two 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.
Our experts examine the forces that are changing the world – and how they may impact your life
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.
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.
UHNW Insurance 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.