Walter Szturma
,
First Vice President, Senior Financial Advisor
1325 Franklin Avenue
Garden City, NY 11530
516.877.8293
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Walter joined Merrill in 1978 after working with the New York Stock Exchange. Based on discipline and creativity, his experience has contributed to his entrepreneurial skills, aligning life priorities to those uniquely successful families and businesses he serves. Music study at an early age formed an integral part of his life and was later manifested in operating a lucrative business in the entertainment industry. The skills of musical performance, original composition, arrangements and management led to the building of a thriving enterprise at Merrill. Walter’s caring creativity and disciplined oriented approach provides clients with individualized recommendations that place their needs and goals first. He actively listens and communicates throughout the process to find investment management strategies which are designed to grow and preserve wealth for families, companies and non-profits. He leverages the internal research and all available resources at Merrill Lynch Wealth Management to provide clients with access to an array of investments and services that support their lifestyle and objectives.

Walter’s business with Merrill was based for 21 years in the US Virgin Islands with a dedication to community involvement. Being a lifelong Rotarian, he provided financial guidance sitting on numerous non-profit boards including Caribbean Dance Company and Island Center for the Performing Arts. He mentored students participating in the Future Business Leaders of America Organization, as well as, lectured at the University of the Virgin Islands and Good Hope High School. Walter continues to actively support the Women’s Coalition of St. Croix.

Beta Gamma Sigma and Omicron Delta Epsilon, International Honor Societies for Business and Economics, respectively, honored Walter for outstanding scholastic achievement while attending St. John’s University’s BA and MBA Economics program. He is a dedicated participating voting member of the American Economic Association.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.




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.

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Jane E Peeters
No Officer Title, Wealth Management Client Associate (FP)
516.877.8468
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Walter Szturma is registered to do business in AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NY, OH, OK, PA, PR, RI, SC, TN, TX, VA, VI, VT, WA.