Henry Soriano Jr.
My mission is to understand you and your priorities by asking smart questions and listening carefully. I aim to identify your current financial standing and future goals. Together, we'll create a comprehensive financial strategy to help you and your family achieve your personal financial objectives while managing investment risk effectively.
Henry is a Portfolio Advisor, who in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third- party investment managers' strategies, funds or portfolios.
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.
