Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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The Izzo Group 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.
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 platform of products, services, research, specialists and technology for clients' benefit.
Our view is that wealth management extends well beyond transactions and beating market benchmarks. It begins with the development of a strategy, supported by a diversified portfolio of investments, to pursue the financial and life goals that are most important to you.
You can delegate to Peter Izzo and Ian Arellano the investment management responsibilities for your portfolios, meaning they have discretion over certain investment decisions surrounding your investment strategy. Once they have confirmed your goals and life priorities, as well as identified your portfolio investment objective, time horizon, risk factor and liquidity needs, they will recommend targeted asset allocations for your portfolios to help meet your specific investment objectives. Granting Peter and Ian authority allows them to respond to market changes, price volatility and global events with the ability to make adjustments, if needed, to help your portfolio stay on track to meet your goals.
When building customized portfolios, we consider investments in a multitude of asset classes, subclasses, sectors, vehicles, and geographies to construct diversified portfolios. In general, we seek to create model portfolios tailored to meet clients' needs by using a disciplined evaluation and selection process. We select the investments for the portfolios and may change the asset allocations from time to time, based on market and sector performance and market trends that are appropriate for the clients we serve.
To help you monitor and assess performance, we will periodically review your portfolio with you. Additionally you will also receive periodic communications including monthly statements, quarterly portfolio summary updates and annual performance reports.
Supported by the global resources of Merrill Lynch, our 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer NMLS # 808005
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.