With 7 plus years in the financial services industry, Innokentii "Inno" Panteleev joined Merrill Lynch Wealth Management in 2020 and today focuses on serving clients with different backgrounds and level of financial knowledge. He received his 1st bachelor's degree in International relations from Vladivostok State University of Economics and Services, in Russia, in 2011 and his 2nd Bachelor in Finance from Brooklyn College in 2018.
Inno lives in Cliffside Park, NJ with his wife and two kids. In his spare time he enjoys spending time with his family and always looking forward to meeting new people and learning new things.
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
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.
