The Avila Klusner Group
225 Liberty Street
New York, NY 10281
212.236.5128
Learn more about an advisor's background on
We believe that serving your family is a great privilege. Our commitment to finding the right solutions for your long-term success is our only priority. Working with us means having a caring, exceptionally talented and knowledgeable team of advisors dedicated to you.
Welcome

We want to hear from you. From the moment you consider working with us we listen so that you can tell us what is most important to you. This is a long-term relationship, and we believe understanding each other along the way provides immeasurable benefits.  We listen first because we collaborate with talented, passionate people like you, and together we can create a better future. As a group of professionals who care deeply about each other and our clients we provide a level of service that is exceptional.

Integrity and transparency are the pillars of our business. We work as a team committed to doing everything in our power to help our clients realize their full potential. As a diverse group of professionals, we challenge conventional thinking, innovate and realize better outcomes. Some of us have advanced degrees and hold advanced designations that indicate an extensive level of knowledge and commitment to being the best. What this means is that we can deliver portfolio management, goals based planning, estate planning services plus individual and corporate retirement plan strategies with complete confidence from the wealth of investment resources provided by Merrill Lynch Wealth Management, privating banking services offered through Bank of America Private Bank and the banking capabilities of Bank of America.

About Us
Philosophy

Great clients make all the difference to us. We've always been drawn to creative people and problems. We remain infinitely fascinated by the unconventional ways our clients have solved intractable problems. They are competitive, clear thinking and have an unbelievable need to succeed. They are also compassionate and care deeply about making the world a better place. With our team, you get an essential resource who believe in your ability to accomplish great things. We are passionate about our jobs and spend countless hours reimagining how we could do better. We don't just look at where the world is today but dream of what is infinitely possible.

Meet Our Team
Eugene Avila,

CIMA®, CPFA™, CPWA®

Managing Director, Wealth Management Advisor
212.236.5128
Suzanne C Klusner,

CRPC™

Vice President, Senior Consultant
212.236.7180
Toni N. Trufant
Registered Wealth Management Client Associate
212.236.5449
Mary Kate Cunningham
Wealth Management Client Associate
212.236.5375
About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.