Lionel Warshauer

Before joining Merrill Lynch Wealth Management, Lionel Warshauer practiced trusts and estates law in New York City, advising clients on complex legal and financial matters. While no longer engaged in the practice of law, Lionel now apply a rigorous, analytical framework to wealth management—helping affluent individuals navigate the intricacies of financial decision-making with clarity and confidence.
Lionel serves a core clientele that includes small business owners, legal professionals, retirees, and philanthropic organizations. With a focus on holistic financial analysis, Lionel emphasizes the importance of evaluating both sides of the balance sheet—assets and liabilities—to construct tailored strategies that extend beyond traditional investment selection. This comprehensive approach enables him to deliver nuanced guidance and actionable solutions aligned with each client’s long-term objectives.
A lifelong New Yorker, Lionel resides on Manhattan’s Upper West Side with his spouse, Rachel, and their two sons, Simon and Elias. Outside of professional pursuits, Lionel enjoys international travel, running in Central Park, and attending Yankees games with family.