Michael Moskowitz
Understanding what is most important to individuals is the driving factor in developing and designing timely strategies and appropriate advice. Adapting to ongoing changes in people's lives is critical in satisfying their needs and objectives. Our commitment is to help clients navigate challenging environments and markets based upon an open and constructive approach. The focus of our practice is to address, in detail, the client's complex financial and family circumstances in the pursuit or maintenance of financial independence.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and bring to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.
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.
