Paul Lavezzoli joined Merrill Lynch Wealth Management in 2019 following 17 years of experience in the financial services industry. Paul's focus is on developing strategies and providing investment guidance for individuals, their families, and their businesses through understanding their short and long term financial objectives. Paul Lavezzoli holds the CERTIFIED FINANCIAL PLANNER® certification. He is a graduate of The Pennsylvania State University. He and his wife, Amy, live in Sarasota with their daughter.
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.
Hosted By Adamchak, Striplin & Lavezzoli Group of Merrill
Topics to be discussed:
· The Role of Alternatives in a Diversified Portfolio
· How can Private Equity, Private Real Estate and Private Credit complement a portfolio.
· Navigating Todays Volatility through the use of Real Assets and Hedge Funds.
· This meeting is suitable for clients with a net worth of $2,000,000 or greater.
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.
