Richard Constantine
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
As a CERTIFIED FINANCIAL PLANNER® Professional, I am equiped with the knowledge to help families create a personalized financial plan that encompasses many different areas.* Investment Management* Retirement Income Streams* Tax Efficent Management* Next-Generation PlanningCombining the educational foundation with the platform that Merrill and Bank of America offers allows me to provide confidence and clarity to the families that I work with.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
