Michael Moskowitz
,

Senior Vice President, Wealth Management Advisor
NMLS #577960

2 Pickwick Plaza
Greenwich, CT 06830
203.863.7676
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Our mission is to serve our clients with the highest level of excellence, professionalism, and integrity, and to set the standard for wealth management.
Profile

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.

Recognition
Forbes "Best-in-State Wealth Advisors", 2018-2019, 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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About Me
Welcome

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.

Meet Our Professional Staff
Michael Betzag
Registered Senior Wealth Management Client Associate
516.881.3380
Orlando Gomez
Wealth Management Client Associate
203.861.5904
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Louis Tesoriero
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #78196
Avtar Singh
Wealth Management Banking Specialist
Merrill
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Michael Moskowitz is registered to do business in AZ, CA, CT, DE, FL, GA, IL, KS, MA, MD, ME, MN, NC, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA.