Anthony D. Napolitano

Our practice with Merrill begins by understanding our families’ lifestyles and aspirations, allowing us to simplify complex matters and provide actionable solutions. We take a thoughtful approach throughout our planning process, with a disciplined investment management strategy guiding our recommendations.

Anthony also focuses on working with business owners to implement customized retirement plans, collaborating with actuarial partners to optimize plan design. In addition, he provides treasury cash management services to help businesses manage liquidity efficiently.

He began his career in wealth management as an intern with Morgan Stanley, supporting his team specializing in advising local union pensions and corporate retirement plans. After completing his degree early from Montclair State University, he joined the team full-time as an Associate Advisor.

Anthony and his three brothers attended Don Bosco Prep High School, where he played lacrosse. In his free time, he enjoys sailing, hiking, and snowboarding. He is also an active volunteer with his parish’s Knights of Columbus chapter.