Anthony Sarullo

Approach

Wealth management is an ongoing process, not a one\-time event. My approach begins with understanding your financial picture, priorities, concerns, and long\-term objectives. Together, we identify what you want to accomplish and develop a strategy designed around those goals. From there, I work with you to prioritize decisions, evaluate opportunities and tradeoffs, and put your strategy into action. As markets, tax considerations, family circumstances, businesses, and personal priorities evolve, we revisit your strategy and make adjustments when appropriate. The objective is to keep your financial decisions connected to the bigger picture, providing structure and a long\-term perspective as you build, manage, and preserve your wealth.

Capabilities

Your financial life consists of more than your investment portfolio. I work with you to understand how the different pieces of your financial picture fit together and develop a strategy designed around your priorities, needs, and long\-term objectives. Depending on your circumstances, our work may address investment management, retirement planning, cash flow and liquidity needs, education funding, lending considerations, and strategies for building and preserving wealth. Through Merrill and Bank of America, I can provide access to investment insights as well as banking and lending capabilities to help address your broader financial needs. Transparency is an important part of that relationship. I want you to understand the opportunities and risks we are considering, the reasoning behind your strategy, and what you are paying for. As your circumstances and financial needs evolve, we revisit your strategy and make adjustments when appropriate.

Personal Life

Outside of work, I enjoy spending time with my wife, Olivia, whom I married in September 2025, and our three\-year\-old Corgi, who keeps us plenty busy. I'm also an avid golfer and sports fan and enjoy spending time with friends and family. One of the most rewarding parts of my life outside of wealth management is coaching football at St. Peter's Prep in Jersey City, New Jersey. I volunteer with the freshman football team, working primarily with the wide receivers and defensive backs. Coaching gives me the opportunity to stay connected to the game I love while helping young athletes develop both on and off the field.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition