Karl Pupke
Karl has been in the financial services industry since 1996 when he joined Merrill Lynch Wealth Management.
As a Wealth Management Advisor, Karl assists clients by helping them manage their wealth to meet their individual needs. Karl and his team focus on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every potential solution is grounded in understanding what each client wants to achieve. Our focus is on working with clients to develop potential strategies and providing investment guidance for individuals, their families and their businesses by understanding their short- and long-term financial objectives. We follow a disciplined process that begins with first taking the time to get to know each client and their family, their financial situation and what matters most to them. We are passionate about delivering excellent service.
Karl is a graduate of Lehigh University in 1987 with a degree in finance and marketing. Karl holds the CERTIFIED FINANCIAL PLANNER™ designation.
Karl currently resides on Long Island with his wife and children
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.
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.
