Charlie Trapani
,

Senior Vice President, Wealth Management Advisor
NMLS #578620

350 Goose Ln
Guilford, CT 06437
203.204.0716
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I hold a CERTIFIED FINANCIAL PLANNER certification, awarded by the Certified Financial Planning Board of Standards, Inc I focus on working with high networth individuals and their families, including professional athletes and coaches. I work strictly in the client's best interest.
Profile

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.

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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 hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

Meet Our Professional Staff
Starin Y Pinover
Registered Wealth Management Client Associate
203.204.0717
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.
Joseph Falcone
Regional Lending Specialist
Bank of America, N.A.
NMLS #107267
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.
Charles Trapani is registered to do business in CA, CO, CT, FL, IL, KY, MA, ME, MS, NC, NH, NJ, NY, OR, PA, SC, TN, TX, VA, VI, VT, WI.