Mark Mastroberti
Mark has been in the financial services industry since 1978 and joined Merrill Lynch Wealth Management in 2011. His focus is on developing strategies and recommendations for high-net-worth individuals and small business.
Investment opportunities and managing portfolio risks requires constant vigilance and periodic review. The ability to make investment decisions cannot be separated from the risk management process. Managing your assets through tactical shifts within the portfolio is one of our tools. This is accomplished through the best available investment options from across multiple sectors, industries and international markets. Also judicious use of fixed income products is a cornerstone of our strategy. In this regard we believe discretionary management overcomes the shortcomings of traditional advisory services.
Our team starts with a thorough consultation to assess your investment objectives before a strategy is implemented. Our strength lies in the quality of implementation and ongoing dialog with the client. Our balanced approach enables diversity and opportunity within our models. Understanding you helps ensure that our investment management decisions are directly aligned to your objectives.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
