VINCE AMBROSELLI is an International Wealth Advisor in the Fifth Avenue Financial Center complex in New York City. He has been with Merrill since 1990. He assists affluent clients in all aspects of investment management and wealth transfer planning. Drawing on his experience and Merrill Lynch Wealth Management's global resources, Vince develops personalized strategies to address the complex needs of individuals. Together with specialists in different areas of expertise, Vince offers clients a wide range of services including: discretionary portfolio management, stock option analysis and sophisticated retirement planning, hedging and monetization of concentrated equity positions, life insurance analysis and funding, and a full complement of wealth preservation and transfer services. Vince holds the Chartered Retirement Planning Counselor designation and handles corporate retirement plans and corporate stock option plans. Vince is one of a select number of advisors who have the International Wealth Management Advisor designation. This designation allows him to assist and handle international clients as well. Vince graduated with academic honors from Marist College, where he earned a BS in accounting.
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.