Michael Samonas

Financial Advisor
100 Market Street
Floor 03
Portsmouth NH 03801
(603) 334.2303
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As a Merrill Lynch Financial Advisor, I bring a passion for the financial services industry and desire for helping families reach their financial priorities. I seek out clients from a diverse background to apply my experiences in constructing robust financial plans geared towards addressing their non-negotiable goals and navigating life's ups and downs. Having 5+ years in the industry I've been able to assist in implementing multi-faceted strategies that target tax efficiency, cashflow forecasting, portfolio management, & retirement funding. I recognize the need for reliable and sound advise when it comes to managing your families' wealth and planning for a better future. I pride myself on bringing personal knowledge of challenges that the everyday family is faced with throughout multiple stages of life and understand that change is inevitable as goals and external conditions may change for you and the people important to you.
Profile

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.

About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

About Merrill

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.

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Michael Samonas is registered to do business in CT, DC, FL, MA, ME, NH, NJ, NY, RI, TX, VT.