Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Elliot R. Skriloff, AAMS®, CRPC™
Senior Vice President
Senior Financial Advisor
Portfolio Manager
Elliot is a Senior Vice President and Portfolio Manager* in the White Plains, New York office. As a Senior Financial Advisor, Elliot focuses on delivering financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, financial risk management as well as total wealth management and offers solutions that address each clients risk tolerance, time horizon, liquidity needs, overall investment goals, and the costs associated with the recommendation.
His client base is comprised of affluent individuals and families, corporate executives, business owners, non-profit organizations, households with special needs family members and others who value the disciplined approach and exemplary level of service that is brought to each relationship.
Elliot has a defined process by which he works with each relationship. He insists on understanding the specific situations of the clients he works with; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions, and review the progress we are making together toward reaching those goals and objectives. With Elliot, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Elliot meets regularly with clients to ascertain whether their financial lives are consistent with their personal circumstances.
Elliot has earned the following designations and uses his advanced skill set as he works with his clients:
AAMS - Accredited Asset Management Specialist designation
CRPC - Chartered Retirement Planning Counselor designation
Elliot is a graduate of Ithaca College and has been in the financial services industry since 1993 and with Merrill Lynch Wealth Management since 2004. He lives in Armonk, New York with his wife and two children.
Elliot follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in his community.
English
Ithaca 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.
Wealth Strategies Advisor
Bank of America, N.A.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #23044
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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.
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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.
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