Dinoe J. Wilson
Dinoe J. Wilson is a Wealth Management Advisor at Merrill's Headquarters located in downtown New York City. He is a CERTIFIED FINANCIAL PLANNER® professional.
Dinoe works with you to develop a cohesive and transparent wealth plan—one that is designed around pursuing your long term goals and aspirations. He feels that his core duty is to educate clients so they are prepared to face financial decisions—expected as well as unexpected—before they unfold.
The framework for developing a personalized financial strategy is based on an in-depth portfolio review and cash flow analysis. In support of this approach, he positions himself with clients who value objectivity and honesty, access to institutional money managers, and rigorous due diligence and risk management. His process assists in addressing many of the core needs of corporate executives, business owners, physicians, attorneys, and retirees.
* Lifestyle & Cash Flow Analysis
* Portfolio Management
* Stock Option Analysis
* Concentrated Stock Management
* Liability Management
* Cash Management and Financing through Bank of America N.A.
* Retirement Planning Services
* Wealth Preservation and Transfer Strategies
* Philanthropic Giving
Dinoe has been helping individuals and families organize their finances since 2011. He received his Bachelor of Science in Finance from Boston College, where he also minored in Philosophy. He resides in Brooklyn, NY with his wife and daughter, and enjoys being active. His hobbies include travel, sports, hiking, snowboarding, and spending time with his family.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
