Tony Caldarise
,
Senior Financial Advisor
NMLS #1661351
1415 Hooper Avenue
Toms River, NJ 08753
732.286.3147
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

Perhaps you’re just starting out … or possibly you’re about to enter those “Golden Years.”  No matter. Wherever life is taking you, now is the time to speak with an accomplished Financial Advisor. Drawing on the vast resources of Merrill, I am able to implement effective and original ways that will merge all the components of your financial life.  From this vantage point, I can see your all-important Big (financial) Picture. 

When you contact me, we’ll have the first of many in-person meetings.  Together, we’ll zero in on your needs and your goals. We’ll prioritize. You’ll quickly learn that as your Financial Advisor I can bring so much more to the table because of the scope of products and services available to you through Merrill.

Could be you’re climbing the career ladder right now.  Or maybe your career is behind you because you’ve worked hard all your life. Either way, I can relate.  My acumen as a Merrill Financial Advisor enables me to understand the industry’s financial advantages – and financial shortcomings!  I make it my responsibility to gain your confidence as we work together to properly position you to meet your financial goals.

On a personal note, I am a native New Jerseyan and a lifelong resident of Ocean County, where I reside with my family.  I enjoy volunteering and fundraising in my community and especially the camaraderie that comes with belonging to organizations such as the Rotary Club of Point Pleasant Beach.

As your Financial Advisor, I will be steadfast in my commitment to bring you our highest level of service.  There is nothing I take more seriously than my professional responsibility to your wealth management.  Let’s work together – to your advantage!

 



Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Pt. Pleasant Beach, Rotary . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Natalie De La Calle
Alternative Investments Regional Specialist
Bank of America, N.A.
Alfred Imbro
Trust Specialist
Merrill
Tim Hunnicutt
Regional Lending Specialist
Bank of America, N.A.
NMLS #505197
About Merrill

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.

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Anthony Caldarise is registered to do business in AZ, CA, CO, CT, DE, FL, GA, HI, IL, LA, MA, MD, NC, NE, NJ, NY, OH, OK, OR, PA, RI, SC, TX, VA, VT, WV.