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Izzo, Arellano, Sliwinski & Associates

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Merrill Lynch
Wealth Management

Izzo, Arellano, Sliwinski & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Brian Sliwinski

Forbes "Top Next-Generation Wealth Advisors" 2018-2020
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.

Forbes "Best-in-State Next-Generation Wealth Advisors" 2022 and 2023
Published annually Aug - Sept. Rankings based on data as of March 31 of current year.

Peter S. Izzo

Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022.  Rankings based on data as of June 30, 2021.

Joanne V Graham

Forbes "Best-in-State Wealth Advisors" 2021 and 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "America's Top Women Wealth Advisors" 2021
 Published on March 24, 2021. Rankings based on data as of September 30, 2020.

Click here to learn more about advisor recognitions

Who We Are

Supported by the global resources of Merrill, our 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.

Cole Gendron

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

Extensive capabilities serving exceptional clients


Izzo, Arellano, Sliwinski & Associates offers a broad spectrum of financial services and wealth management advice and guidance to a select group of clients. Our mission is to be a steady and insightful resource, helping clients accumulate, preserve, organize and structure their wealth.

Over the years, our wealth management group has become multidimensional. We advise and guide clients in multiple areas of wealth management: asset and liability management, diversified investments, trust and estate planning services, retirement income planning and concentrated stock management, among others. We offer direct access through Bank of America to personal banking, including lending services; and access to commercial banking, including treasury services, cash management and credit and lending.

How we focus on clients

The Izzo Group is process-oriented, and we believe there is value in analyzing complex financial situations in a disciplined, candid way. We apply the same depth of skill to each client, and we leverage the Merrill Lynch Wealth Management platform of products, services, research, specialists and technology for clients' benefit.

Corporate executives and financial industry executives
The Izzo Group is particularly experienced serving as financial advisors to corporate executives (of both public and private companies) and financial industry executives, including senior executives from hedge funds and private equity funds, and senior officers from mutual fund companies, investment banks and other financial industry companies.

Each client is different, of course, but the senior executives we work with share a few characteristics: they are ambitious, successful, savvy – and time-constrained. Because of the demands and pressures of their professional lives, they are simply too busy to devote sufficient time to their own wealth management strategy. An additional common characteristic is that many clients hold significant ownership interests or investment stakes in the companies or funds they work for.

Over the years, these busy executives have relied on The Izzo Group, we believe, to help organize their financial matters and provide turn-key strategic advice and guidance in these crucial areas:
    • Net worth and balance sheet risk analytics
    • Diversified portfolio investments
    • Concentrated wealth strategies
      • Analyzing equity ownership or investment position risk
      • Monetization strategies
      • Tax minimization strategies
    • Corporate stock option and equity compensation strategies
    • Long-term wealth management strategy development
    • Coordination with other professional advisors, including estate attorneys, CPAs and insurance agents, among others


*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Past Events

Monthly Market Event

November 20th, 2023|2:00 PM - 3:00 PM EST

Join us for the November edition of our Monthly Market Update Presentation on Monday the 20th hosted by Peter Izzo.

Click Link to Access Event


    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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      #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 we can help you create a financial approach that reflects your personality. Only then can we 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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        9 Tax Tips that could save you money

        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.


        The Power of the Right Advisor®
        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.