Al Estrella is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. Al adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Al is able to help you establish objectives, develop an appropriate strategy and make recommendations that draw upon the breadth and depth of Merrill to connect all the pieces of your financial life. Al can conduct regular reviews with you to help you review your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.
Al adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Al is able to help you establish objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of Merrill Lynch Wealth Management to connect all the pieces of your financial life based upon your risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. Al can conduct regular reviews with you to help you review your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.
Al follows the deep-seated Merrill tradition of participating in the communities he serves. This drives his interest in spending time volunteering with organizations in his community.
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.
