Remo Antoniolli

There is a distinct value in working with a seasoned advisor who takes a 360 view of your financial life.

Remo’s focus is on helping individuals, professionals and business owners to integrate their wealth into their personal long term life’s plan. He listens with intention, and is both attentive and discerning. Remo carefully pieces together details, with the end goal of creating a financial strategy that includes a balanced approach, allowing for confidence and one that gives both purpose and meaning to your wealth.

Being a successful entrepreneurial based wealth management professional, Remo follows a formalized process designed to create a successful financial road map. This process assists his clients in achieving their long-term goals while helping to align personal values and financial expectations. Drawing on his knowledge and commitment to transparency, he often assists not only with financial strategies, but helps clients to answer some often-asked questions such as:

“Do I have enough assets to maintain my lifestyle”?

“Will I need to continue working after the sale of my business, or after the passing of a spouse”?

“How can I structure my wealth to benefit my children or grandchildren”?

“How do I leave a financial legacy”?

As an extremely successful (former) private sector business owner, Remo has first-hand knowledge of the intricacies involved in and the challenges associated with the sale of a business. He strives to help clients with the process of succession planning and creating a comprehensive financial strategy after a liquidity event. Remo also offers access to potential solutions from Bank of America that offer help to family businesses with cash flow, lending and other bank-related needs.

A Native of Detroit, Remo studied economics at the University of Chicago and graduated from the University of Michigan with a Bachelor’s degree majoring in finance. Remo relocated to Scottsdale and joined Merrill in 2011. He and his wife Debbie have two adult children and three grandchildren. He is an active member of the Men’s Arts Council which supports the Phoenix Art Museum, enjoys hiking, skiing, gardening and participates in automobile road racing. Remo is also an avid fan of Formula One automobile racing, along with football and hockey.