Francesco Marinelli
Frank is a Financial Advisor at Merrill who works with individuals and families to help turn the wealth they accumulate into the retirement they envision. His approach focuses on understanding what matters most to each client and creating personalized strategies designed to help them pursue their goals with confidence. Frank is committed to simplifying complex financial decisions and helping clients stay on track through life's opportunities and challenges.
A native of Florham Park, New Jersey, Frank attended Hanover Park High School before earning his Bachelor of Science in Finance and Master of Business Administration (MBA) in Finance from Manhattan University. While at Manhattan, he was a four-year member of the university's baseball team, where he developed the discipline, teamwork, and work ethic that continue to guide him today.
Outside of the office, Frank enjoys working out, golfing, following baseball and football, and spending time with family and friends.
From client service to digital innovation, Merrill consistently earned national and global recognition as a leader in the financial services industry.
1. WealthBriefing WealthTech Americas Awards, February 2025. The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
2. The Digital Banker Digital CX Awards, April 2025. Nominees are selected on the qualitative and quantitative depth of their nominations. The Digital Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.
3. Bank of America employs Ipsos, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted June 1, 2024 – May 31, 2025, with a total sample of 40,742 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $100,000 in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 95% rated them a 9 or 10; 4% a 6–8; and 1% a 1–5.
4. Money Management Institute (MMI) / Barron's Industry Awards, October 17, 2024. Winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI's member firms were eligible to vote to determine the winners.