Paul Milano
,
Vice President, Wealth Management Advisor
26 Century Hill Drive
Latham, NY 12110
518.782.4078
Learn more about an advisor's background on
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

For twenty-29 years, Paul has been providing financial advice for families and business owners. Paul’s philosophy is to understand you. Paul takes a defined approach to listen, ask questions, and build the relationship that is needed to successfully implement a customized wealth management strategy for your personal concerns, goals and dreams.

Paul advises clients on wealth accumulation, distribution, preservation and wealth transfer, utilizing a well defined process for you. This process includes portfolio development, liability management, stock option analysis, hedging and monetization of concentrated equity positions, asset preservation, and retirement strategies with emphasis on lifetime retirement income.

Once your strategy is implemented, Paul conducts regular reviews with you to help you assess your progress toward reaching your goals and keeps your strategy consistent with any changes that may take place in your life.

Paul’s academic background consists of a finance and economic concentration from SUNY College at Brockport and graduate studies from Union College. Paul is married with three boys and resides in Loudonville, NY. He is active AAU Basketball and a volunteer at their school. Paul enjoys vacationing with his family, summertime activities and listening to jazz music.

About Me
Welcome

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.

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Paul Milano is registered to do business in AZ, CA, CT, FL, GA, MA, MD, MN, NC, NH, NM, NY, PA, SC, TN, TX, VA, WA, WI.