Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Richard Miktus, SE-AWMA is a Vice President and Financial Advisor at Merrill Lynch Wealth Management, holding a designation in Sports & Entertainment - Accredited Wealth Management Advisor. With over 15 years of experience, Richard focuses on goals-based wealth management carefully customized to help meet your personal and financial objectives. Coupled with Merrill's extensive research and resources, together you and he can create a personalized portfolio and closely track the progress of your short and long term goals. Richard is also well versed in tax-efficient investing for high net worth clients and the responsible divesting of company stock to achieve a more diversified portfolio.
Who are Richard's customers? Executives at Fortune 500 companies, consultants, attorneys, doctors, and small business owners. He is passionate about the relationships he develops with all of his clients and he believes this is crucial to best understanding the need behind your life targets - whether they include retirement, property investment, saving for college, or the legacy you plan to leave behind.
Richard's education includes a B.S. in Applied Mathematics and a M.S. in Financial Management from Stevens Institute of Technology in Hoboken, NJ, where he currently resides. Richard focuses on wealth, executive compensation, and estate planning for high net worth investors with a focus on clients in Sports & Entertainment industries. He loves traveling, sports, music, and meeting new people. What are your passions? Learning is a never-ending process, so teach Richard something new. He wants to listen - to get to know you, and that all starts with hearing what drives you.
Stevens Institute of Technology
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.
Regional Lending Specialist
Bank of America, N.A.
NMLS #1536487
Wealth Management Banking Specialist
Merrill
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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