Anthony Richard Bottini III,  CRPC®, AAMS®, CSRIC™ 
Senior Vice President
Wealth Management Advisor
Portfolio Manager

Anthony “Rick” is a Wealth Management Advisor with the Global Wealth Management Group at Merrill’s World Financial Center flagship office in lower Manhattan. Since joining Merrill Lynch Wealth Management in 2011, He works with clients to help identify their primary goals and needs—including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services—and then commits himself to crafting financial strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations.
 
Rick is a Portfolio Manager. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
 
Rick holds the Chartered SRI Counselor™, Accredited Asset Management Specialist, and Chartered Retirement Planning Counselor designations.

 
Rick is a graduate of Hamilton College where he earned his B.A. in Economics & Political Science. He currently lives in Manhattan with his wife, Aishlinn, and their daughter, Autumn.


Rick is proud to serve his clients with exceptional service receiving awards for dedication and excellence, Rick was Named to Forbes Forbes "America’s Top Next-Generation Wealth Advisors" list in 2018. (*Published on July 25, 2018. Rankings based on data as of March 31, 2018.)

He was also Named to Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2019. (*Published on September 4, 2019. Rankings based on data as of March 31, 2019.)

Additionally Rick was named to the Forbes "Top Next-Generation Wealth Advisors" list in 2021. (*Published on September 21, 2021. Rankings based on data as of March 31, 2021.)

Rick was again recognized and honored to be Named to Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2022. (*Published on August 3, 2022. Rankings based on data as of March 31, 2022.)

 
*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year.
Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. 

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Asset allocation does not ensure profit or protect against loss in declining markets.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
 
*Merrill offers a broad range of brokerage, investment advisory (including wealth management) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Michael S Hoffman, Senior Consultant, First Vice President, began his financial services career in 1976. As a Senior Consultant Michael assists clients by helping them manage their wealth to meet their individual needs. Michael focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve.

Peter Gonzalez, Jr., CFP®
Wealth Management Advisor
Senior Vice President
Senior Portfolio Advisor
Biography:

Peter began his career in the financial services industry in 1998 as a stockbroker. He later became an equities trader—owning and operating his own company until 2011. Peter joined Merrill in 2012, and today he utilizes his knowledge and experience gained over the past two decades to develop sophisticated wealth management strategies for a broad spectrum of clients and multiple generations of their families.

Easy-going, patient, and caring, Peter’s investment philosophy is characterized by his ability to monitor market trends without getting caught up in them. His disciplined approach seeks to remove emotion from the process and look beyond daily market fluctuations to see the big picture.

The foundation of his work as an advisor is not only to provide financial services but also to take a big picture view of wealth management that extends beyond clients’ investments. Once Peter understands their complete financial picture and what clients hope to achieve with their wealth, he creates and delivers wealth management strategies aligned with their goals, values, and aspirations, as well as their time horizon, liquidity needs and risk tolerance.

Focusing on long-term results not short-term market swings, Peter helps guide clients in developing portfolios that are designed to help see them through various market environments and economic cycles. Educating clients clearly and without financial buzzwords helps them better understand Peter’s reasoning, the costs involved, and any potential tax implications.

Peter earned a Bachelor’s degree in finance from St. John’s University in New York. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. As a Senior Portfolio Advisor, Peter 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.

Peter and his wife, Natalie, live in Manalapan, New Jersey with their daughter, Gia Rosary. In addition to reading, cooking, and sports, in his spare time he enjoys making and tasting wine, particularly Burgundy. Away from the office, Peter can be found on the water, boating and surfing.

 
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.