The Pozzi Group

Merrill Lynch Wealth Management
4550 East 53rd Street
Suite 200
Davenport, IA 52807
(563) 388-2375
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Pozzi Group
Merrill Lynch Wealth Management
Welcome

We chose to be part of the financial services world to help others. Our passion to assist stems from collective and collaborative financial experiences—difficulties in which friends, families, and others have faced in the past. As witnesses to challenges faced by important people in our lives, we recognized the need for a professional and caring team to help individuals realize the life they want. Our purpose is to help you define your goals, establish a planning process centered on your priorities, and help guide you past the often inevitable changes life may bring.

Recognition
The Pozzi Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Meet Our Team
Larry Pozzi,

CPFA™, CRPC™

Senior Vice President, Senior Financial Advisor
563.388.2375
Nathan Pozzi,

CFP®, CPFA™

First Vice President, Wealth Management Advisor
563.441.3519
Amber O'Brien,

CFP®, CPFA™

Vice President, Wealth Management Advisor
563.441.3531
Margaux Palaski
Registered Wealth Management Client Associate
563.388.2313
About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.