Before joining Merrill Lynch Wealth Management in 2022, Wes spent four years at another leading financial firm where he helped to create financial plans for his high-net-worth clients.
Wes grew up in Upstate NY before moving to New Hampshire with his family during high school, and continued on to graduate from NHTI with his associate's degree in Business Administration. Establishing his career in the financial industry in 2019, Wes excels in understanding his clients' needs and educating them on the best options available. Before joining the Streb, Palatucci & Associates team, Wes represented the firm as a Merrill Financial Solutions Advisor and was recognized for his outstanding client service, earning 6th place in this National Advisor Development Program. Outside of work, Wes has a passion for staying fit and exploring all of the beautiful scenic nature that New England has to offer.
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.
