Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Arthur Pasternak, CFP®, CRPC®
Wealth Management Advisor
Arthur Pasternak is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Chartered Retirement Planning CounselorSM designation in the White Plains, New York Merrill Lynch office. He has more than 25 years of experience in the financial services industry, the past 21 at Merrill Lynch. Arthur is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. Arthur has a defined process by which he works with each client. He insists on understanding the specific situations of the people he works with; thereby being able to establish objectives, develop an appropriate strategy, recommend a course of action, and review the progress being made together toward reaching those goals and objectives.
With Arthur, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Arthur meets regularly with clients to facilitate that their financial lives are consistent with their personal circumstances.
|Once your wealth management plan has been implemented, Arthur will periodically review your plan's progress to help make certain that its strategy remains aligned with your overall financial needs. By having a plan and a process in place you will be less affected by extraneous event driven decisions. He embraces the concept of Total Merrill in his ability to deliver an unmatched breadth of both proprietary and non-proprietary products and services to clients. He has access to a wide range of Merrill Lynch specialists whose experience can be drawn upon to customize a solution based upon the client's risk tolerance, time horizon, liquidity needs and overall investment goals that meet client's unique financial objectives.
Certified Financial Planer Board of Standards,Inc.owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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*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. Merrill Lynch Wealth Management 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, I can help you create a financial strategy that reflects your personality. Only then can I 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.