Kristy Visconti,
Vice President, Financial AdvisorNMLS #2416713
I am originally from New Mexico. I earned a bachelor’s degree and master’s degree in engineering from New Mexico Institute of Mining and Technology. Early in my career I became the Chief Engineer of Test and Evaluation at the Naval Air Warfare Station - Weapons Division at China Lake, CA. In that role I managed multi-million dollar capital investment and modernization projects from both the field and the Pentagon. I became a financial advisor in 2013 and spent the next 9 years building a thriving wealth management practice in New Mexico. Hungry for a greater opportunity to serve business owners, I moved to Scottsdale and joined Merrill Lynch Wealth Management in 2022. I am a CERTIFIED FINANCIAL PLANNER™ professional and I hold the Chartered Financial Consultant® and Certified Exit Planning Advisor designations.
When not at work, you'll find hiking a mountain or sitting on a beach.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
