Eric Cassalina is a Vice President and Senior Financial Advisor who joined Merrill Lynch Wealth Management in 2013. He has been working in the financial services industry in the Hudson Valley since 2011. Eric helps clients identify their personal financial goals – helping with retirement assets and services, estate planning services, and tax minimization strategies. He then leverages his team and the resources of Merrill Lynch Wealth Management to create a personalized investment management strategy and financial plan that work towards achieving his clients goals as well as building, managing and preserving their wealth for future generations. Eric has a unique way of explaining complex financial plans in a way that brings his clients a sense of ease and confidence. Eric is also a CPFA®, Certified Plan Fiduciary Advisor® professional, utilizing his experience working with retirement plans to help new and existing business clients.
*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.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
