Charlie Trapani began his investment career in 2001 as a Financial Advisor serving clients with wealth management, retirement planning, education savings, life insurance, and long term care planning. He joined Merrill Lynch Wealth Management in 2009 and holds a CERTIFIED FINANCIAL PLANNER^® certification, awarded by the Certified Financial Planning Board of Standards, Inc. Charlie focuses on high net worth individuals and their families, including current and retired professional athletes and coaches. 

Charlie’s approach to wealth management is consultative and objective, and he is committed to providing excellent service. Before any financial decisions are made he will consider your entire financial picture, taking the time to thoroughly understand who you are and what matters most to you and your family. With this knowledge, Charlie is able to help you establish your objectives, develop an appropriate financial strategy and make recommendations that draw upon the breadth and depth of a world class financial institution, connecting all aspects of your financial life.

Charlie will also conduct periodic reviews with you to help oversee progress toward reaching goals and keeping strategies consistent with any changes that occur in your life and/or business.

Charlie Trapani adheres to a disciplined goals based wealth management process that delivers a consistent, yet customized, client experience.

1. Assists client in establishing objectives, determining time horizon, risk tolerance, and liquidity needs.

2. Develops a strategy to help achieve goals.

3. Reviews investment management strategy.

4. Regularly review and assess progress.

 Charlie has over 25 years of business experience working in small businesses and large corporations. He has also owned and operated two small businesses during his career. He holds a bachelor’s degree in Business Administration from the University of Vermont and an MBA from Fairleigh Dickinson University.