Aiello, Zenzius and Associates

We value the relationships we have built over the past two decades with corporate executives, retirees and multigenerational families. Our emphasis is on them and their customized needs, not on a prepackaged set of solutions or ideas. 

Whether they are looking to build a comfortable retirement, fund higher education, help provide for succeeding generations’ financial security, or support a charitable organization, we are committed to providing our clients with the information necessary to make timely, informed decisions about their financial futures.

One of the ways we can help simplify their approach to retirement is to coordinate their cash flows by rolling over their 401(k) plans. Consolidating those savings into a retirement portfolio offers clients the potential to generate lasting income and maintain their retirement strategy. We are also well versed in helping corporate executives manage complex compensation packages, including company stock options, restricted stock and nonqualified deferred compensation.

To help our clients create the legacy they desire, we can work with their attorneys, tax advisors and specialists at Bank of America Private Bank to help them transfer their wealth and secure their family’s legacy by incorporating trust and insurance strategies into their portfolios.

Supported by our Wealth Planner John Hofman and our experienced Wealth Management Client Associates, Lorraine Laurie, George Carbunescu and Brian Paton, our mission is to provide our clients with first class service, getting in front of them with proactive communication and sharing timely news and information. We welcome the opportunity to show you how we can help enhance your financial life.

*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information contact your Merrill Financial Advisor.

*Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp.