CHARLES SPINGLER
Financial Advisor
I am passionate about helping people achieve their goals. I have the pleasure of helping client's make informed decisions about all aspects of their financial life and am highly skilled at developing customized strategies designed to meet their complex financial needs. Those strategies often address concentrated stock positions, risk management and tax minimization. My team and I also assist client's with advanced estate planning services, wealth transfer and philanthropy.
I received a Bachelor's degree in Economics with a concentration in Finance from Rutgers University, where I also played on the Men's Varsity Soccer Team. Last but by no means least, I am the proud father of two daughter's who continue to amaze and inspire me.
I currently reside outside of New York City and in my spare time can be found training to compete in marathon and triathlon races; I also enjoy skiing and golf.
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.
