Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes. We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Art 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 Counselor and Retirement Accredited Financial Advisor designation in the White Plains, New York Merrill Lynch Wealth Management office. He has more than 30 years of experience in the financial services industry, the past 25 at Merrill Lynch Wealth Management. Art 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 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. Art 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 Art, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Art meets regularly with clients to facilitate that their financial lives are consistent with their personal circumstances.
Once your wealth management plan has been implemented, Art 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 specialists whose experience can be drawn upon to customize a solution based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation which help meet client's unique financial objectives.
Art is an active member of the White Plains Business Improvement District assisting in developing business opportunities in the downtown area. He is also a board member of the Fort Lee High School Academy of Finance. Their role is to develop students interests in the business world. Art lives in Fort Lee NJ and is an avid golfer and enjoys watching college basketball.
Syracuse University
Pace University
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.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #433657
Employee Benefits Specialist
Bank of America, N.A.
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.
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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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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.
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