Mark Capocasale
My name is Mark Capocasale and as a Merrill Financial Advisor and Senior Portfolio Advisor, my passion is working with you to help pursue your hopes and dreams. I enjoy getting to know you and what matters most to you. Through attentive listening and purposeful planning, we create a personalized strategy to stay on track toward your goals. I am here to provide investing advice when you want it, as well as to provide access to Bank of America for your banking and lending needs.
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.
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.
