Timothy Moscato has been a Financial Advisor on Merrill’s Global Corporate & Institutional Advisory Services team since joining the firm in 2012. Tim assists his clients in simplifying their financial lives by helping them establish and prioritize goals. Leveraging the extensive research of BofA Global Research, the investment insight of Merrill and access to the banking and lending capabilities of Bank of America, he delivers tailored strategies that are designed to address asset allocation, tax-minimization, cash flow management, liquidity, retirement income strategies, and wealth transfer.
Tim grew up in Naples, Florida, and received his bachelor’s degree in marketing from Bentley University in Waltham, Massachusetts. While at Bentley he also played tight end on the football team. He holds the Chartered Retirement Planning Counselor™ designation.
Outside of the office, Tim enjoys cooking delicious meals for his wife, Liz. He also devotes time and energy to charitable organizations, including the Boys and Girls Clubs of Atlanta and the Shepherd’s Center. On most weekends in the fall, you can find Tim on the golf course or enjoying a Florida Gator game at home.
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*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision
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.
