The Stoler Zinnanti Group
1325 Franklin Avenue
Garden City, NY 11530
516.877.8418
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Welcome

At the Stoler Zinnanti Group, we serve high-achieving business owners and individuals who seek exceptional financial guidance. Our mission is to deeply understand your current needs and future aspirations, and we’re dedicated to helping you achieve them.   As our reputation grows, so does our clientele, including partners in accounting and law firms, senior executives, medical professionals, entrepreneurs, and their families. We regularly connect with our clients to navigate new opportunities and challenges, ensuring continuity and genuine understanding in our service. We approach every client with the same dedication and look forward to assisting those who can benefit from our experience.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
David Stoler
Senior Vice President, Senior Financial Advisor
516.877.8251
Pat Zinnanti,

CFP®, CPFA™, SE-AWMA™

First Vice President, Senior Financial Advisor
516.877.8418
Haritomeni Karavakis
Financial Advisor
516.877.8250
Donna Tenaglia
Officer, Wealth Management Client Associate
516.877.8317
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.
Giancarlo Barone
Alternative Investments Regional Specialist
Bank of America, N.A.
Karen Kelly
Employee Benefits Specialist
Bank of America, N.A.
Don Romano
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #4023
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.