Per Furmark and his colleagues seek to deliver a comprehensive approach to managing wealth, working with clients to discern and quantify their financial priorities while striving to ensure every strategy is properly grounded in the understanding of a client’s financial or personal objectives. Access to the thought leadership and investment insights of Merrill Lynch Wealth Management, the banking services of Bank of America, combined with the capabilities and experience of his colleagues, enable him to address the many diverse aspects of his clients’ financial lives. He is driven to deliver excellent service and support clients in the pursuit of their unique goals.
The approach to wealth management is consultative and holistic, exploring an investor’s complete financial situation, preferences and goals in advance of identifying strategies designed to support the pursuit of a client’s individual objectives. Discussions can cover a wide range of topics including retirement income, insurance protection, education finance, estate planning services, philanthropic strategies in addition to investments.
Prior to joining Merrill Lynch Wealth Management, Mr. Furmark spent his career working with sophisticated investors and their consultants in the private banking and institutional marketplaces while employed by investment managers Fidelity Investments Institutional Services, Franklin Templeton Institutional and Putnam Investments. Today he devotes his energies to serving individual clients and their families, as well as catering to the diverse needs of entrepreneurs and business professionals.
Mr. Furmark has been part of the financial services industry since 1986 and joined Merrill Lynch Wealth Management in 2013. Per Furmark is a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
Per lives in Rowayton, CT and is a graduate of Dartmouth College where he earned a B.A. in English.
My mission is to understand you and your priorities. To take the time, to ask relevant questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. I help you design, implement and regularly review a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. My wealth management approach is about using wealth to help turn goals into reality.
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.
