Paul Maletsky is a First Vice President Financial Advisor and a Senior Portfolio Advisor at Merrill in Short Hills, New Jersey.
Paul holds FINRA Series 7, 55, 63 and 66 registrations.
As a Merrill Lynch Wealth Management Advisor, Paul focuses on connecting all aspects of clients’ financial lives to help them prioritize and pursue goals that matter most to them. He works with individuals and families to understand their financial situation, risk tolerance, time horizon and liquidity needs. He helps them articulate their short- and long-term goals then recommend a financial strategy aligned with what they strive to achieve. He does this while combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America.
Paul holds a BA in Engineering from Lafayette College. Prior to joining Merrill Lynch Wealth Management in 2013, Paul worked as an equity trader and has held positions as an analyst and in portfolio management on Wall Street. Previously, he also spent three years as a Managing Director at a consulting firm specializing in community banking. In his spare time, Paul is an avid classic car enthusiast (including automobile restoration), he previously sat on the board of the Randolph Area Chamber of Commerce, and he coaches his son’s competitive little league team!
Placing the investor at the center of the wealth management process—while maintaining a market focus — is my goal in helping clients through difficult financial transitions and decisions that occur in their lives. I start with a conversation, building a foundation that helps me understand your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, disciplined strategies can be customized, drawing upon the investment insights of Merrill and access to the banking convenience of Bank of America. As your life and the markets change, we will meet to track and adjust strategy, as needed.
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.