Nicholas Simonetti and his team of investment industry professionals combine their industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to business owners, corporate executives and their families. With 16 years in the financial services industry, Nicholas joined Merrill Lynch Wealth Management in 2009. He has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans. Nicholas Simonetti can help corporate executives integrate their corporate benefits into a long-term financial approach. Prior to Merrill, Nicholas worked with the Private Bank of Smith Barney dedicated to their High-Net Worth division from 2006-2009.
For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
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.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
