Antonia Paternò-Castello, CFP

Vice President
Senior Financial Advisor
Learn more about an advisor's background on
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Merrill Lynch
Wealth Management

Whatever your personal goals may be, I will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.

Profile

Antonia joined Merrill Lynch Wealth Management in 2009, building on a lengthy career as a senior banker. She previously was a Managing Director at Lehman Brothers, where she worked in the Debt Capital Markets and Investment Banking divisions. While at Lehman, she was responsible for covering large, active public market borrowers, and acting as the senior relationship manager for large retailers. She began her career in financial services in 1986 at Morgan Stanley, ultimately becoming a Vice President and Product Manager in the Debt Capital Market Services group. These executive tenures provided Antonia with extensive experience in corporate finance, fixed income and liability management.

Antonia focuses on developing wealth management strategies for affluent individuals, families, foundations, and charitable institutions. Drawing on her Wall Street experience, Antonia addresses the specialized needs of entrepreneurs and senior corporate executives and their spouses, particularly in financial services, including investment banking, private equity, and venture capital.

Antonia holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. She received an M.B.A. in Finance from Columbia Business School, and a B.A. in Art History and Political Science with Distinction, Phi Beta Kappa, from Stanford University. She speaks fluent Italian, and conversational French and Spanish.

An active patron of the arts, Antonia is also an accomplished artist. Her work has been recognized by the National Academy Design School of Fine Arts. She is the former Chair of the Board of the New York Studio School. Antonia is also a member of Stanford Women on Boards, an affiliated group of Stanford University.

Services
Customized strategies for individuals and families
Discretionary and non-discretionary investment management
Retirement income services
Long term care
Risk management
Legacy management and philanthropic planning
Home financing and customized lending from Bank of America, N.A.(NMLS ID:578564)
Exclusive conferences and networking events for small groups


Attuned to Needs of Affluent Women
Antonia is attuned to the wealth management needs of successful women. She recognizes that affluence poses both challenges and opportunities at different life stages. Antonia works to understand her client’s lifestyle needs, philanthropy interests, family structure, retirement goals, and long-term planning horizons. She engages in constructive dialogue with clients, espousing a holistic wealth management approach that places a premium on client comfort, education, and interaction.

Engaged in the Non-Profit Sector
As the former chair of an arts organization, Antonia has first-hand knowledge of the challenges facing non profits and endowments. She recognizes the distinct financial strictures under which such entities operate, and the critical role of governance, leadership continuity, fundraising, and financial security to the health and mission fulfillment of such organizations. Working with specialists within Merrill, Antonia offers non-profits and endowments a range of services and strategies that seek to address their immediate needs and their long-term financial requirements.



Certified Financial Planner Board of Standards,Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Please contact me if

  • You would like a complimentary portfolio review
  • You would like to discuss the benefits of long term care
  • You are interested in attending one of our small educational events

  • LANGUAGES

    English, French, Italian & Spanish

  • EDUCATION

    Columbia Business School

    Stanford University

Professional Staff

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.

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.

Megan Miller

Associate Investment Advisory Specialist

Merrill

Peter Hekl

Wealth Strategist

Merrill

David Schlansky

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #247463

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

Approach

I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Capabilities

Using the broad investing resources of Merrill, I can also assist with potential solutions for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions, traditional and alternative investments, wealth transfer and estate planning services. And with your permission we can also work closely with your other professionals, such as attorneys, accountants and specialists, to help you pursue your goals.

DISCLOSURE: Some or all alternative investments may not be appropriate for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other appropriate investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

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.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Welcome

My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

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.

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      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.

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      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.


      The Power of the Right AdvisorTM
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.