My mission, above all else, is to understand what is important to you and your family. I prioritize listening to what matters most to you before asking thoughtful and inquisitive questions. Together, we will create a strategy as flexible as today’s changing market conditions, that dynamically gets you from where your wealth is today to where you would like to be tomorrow.
Nicole B. Pannullo, SE-AWMA™
Financial Advisor | Senior Portfolio Advisor
Sports and Entertainment Accredited Wealth Management Advisor™
A Cornell University grduate with nearly a decade of experience in the alternatives industry and a focused transition into wealth management, Nicole brings a player-coach mindset to financial advising - strategic, collaborative, and fully engaged. As a Senior Portfolio Advisor and SE-AWMA™ designee, she delivers dynamic, tax-efficient planning tailored to ultra-affluent individuals and families and their evolving goals. Nicole collaborates closely with clients - not just advising, but actively engaging in their financial journey - to help them make smarter, more confident decisions in every phase of life. Her services go well beyond portfolio construction and investment management - Nicole works closely with clients on and their families on estate planning issues, multi-generational wealth transfer, college funding strategies, and other complex needs unique to high-net-worth households. Her mission: to build trusted, lasting relationships that empower families to grow, preserve and transition wealth with clarity and purpose.
Nicole resides in Manhattan with her husband, Robert, and goldendoodle.
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
