Albert Abdo
Managing significant wealth is a considerable responsibility— especially because the stakes are high for your family and your future. Sometimes the demands of this task can make it difficult to concentrate on what matters most to you: pursuing personal and family aspirations, exploring new opportunities, and living the life you have always envisioned. When families reach a certain level of wealth and complexity, traditional advisory services may no longer be sufficient.
With a passion for life and obsession with excellence Albert sees himself as a guardian of tradition helping families design what their futures look like to them. My team and I focus on helping highly successful families manage the full spectrum of their financial affairs through tailored multi-generational strategies and cutting-edge resources from Merrill. Money management, retirement planning, estate planning services, insurance, tax minimization strategies, business planning succession—we will bring together all of these elements into a cohesive and integrated wealth management plan that will help you enhance and preserve your wealth while enjoying the lifestyle it affords.
Albert & his wife Julie live in Fort Myers, FL with their 2 dogs Ellie and Walter. Albert is an avid skier who also enjoys boating & fishing with his friends and families around the islands of SWFL.
Albert Abdo III, CRPC™
Vice President
Senior Financial Advisor
Portfolio Manager
Albert is a Chartered Retirement Planning Counselor designee* who joined Merrill Lynch Wealth Management in 2014. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Graduate of Florida Gulf Coast University
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, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
