Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I offer advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon and liquidity needs.
Marc Cosgrove is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management working with his team in the Rockefeller Center, New York office.
Marc’s primary responsibilities include acting as a Financial Advisor and relationship manager for his clients and acting as a liaison to Merrill's and Bank of America's consumer products and platforms and Institutional Services. He is responsible for the management of investment portfolios, corporate cash management, financial strategies, trust and estate planning services, asset allocation modeling and investment manager placement. He also focuses on corporate benefit plans such as 401k, 403b, stock option and executive deferred compensation.
Marc holds a Bachelor of Science from St. Peters College. He has attended JAIMS (Japanese-American Institute of Management Science), in Honolulu, Hawaii. He is a Portfolio Manager who 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. Marc has graduated from Merrill's professional development program. He also participates in training some of Merrill Lynch Wealth Management’s aspiring young financial advisors. Marc began his career as a Financial Advisor with Merrill in 1993.
Marc has devoted time to aiding underprivileged children and families in Peru as part of a volunteer program through his alma mater. This included spending three months in the Andes working with families as part of a Jesuit mission.
Marc is a lifelong resident of Jersey City and enjoys many hobbies and interests including travel, art, photography, motorcycles, skiing/snowboarding, scuba diving, writing and playing music, and boating.
Saint Peter's College
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.