Richard Miktus, SE-AWMATM is a Vice President and Financial Advisor at Merrill Lynch Wealth Management, holding a designation in Sports & Entertainment - Accredited Wealth Management Advisor. With over 15 years of experience, Richard focuses on goals-based wealth management carefully customized to help meet your personal and financial objectives. Coupled with Merrill's extensive research and resources, together you and he can create a personalized portfolio and closely track the progress of your short and long term goals. Richard is also well versed in tax-efficient investing for high net worth clients and the responsible divesting of company stock to achieve a more diversified portfolio.
Who are Richard's customers? Executives at Fortune 500 companies, consultants, attorneys, doctors, and small business owners. He is passionate about the relationships he develops with all of his clients and he believes this is crucial to best understanding the need behind your life targets - whether they include retirement, property investment, saving for college, or the legacy you plan to leave behind.
Richard's education includes a B.S. in Applied Mathematics and a M.S. in Financial Management from Stevens Institute of Technology in Hoboken, NJ, where he currently resides. Richard focuses on wealth, executive compensation, and estate planning for high net worth investors with a focus on clients in Sports & Entertainment industries. He loves traveling, sports, music, and meeting new people. What are your passions? Learning is a never-ending process, so teach Richard something new. He wants to listen - to get to know you, and that all starts with hearing what drives you.
*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.
*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 equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. 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 is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.
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.