Christopher Amadeo
Vice President and Sr. Financial Advisor with extensive experience guiding individuals, families, and business owners through a comprehensive wealth management process. Drawing on deep expertise in portfolio construction, tax-efficient strategies, retirement planning, and advanced estate-planning techniques- including trusts, generational wealth transfer, and non-qualified deferred compensation - My team and I provide clients with clear, actionable strategies tailored to their long-term goals.
With registrations including Series 7,62,63,65, and Life and Health Insurance, I like to bring a disciplined, fiduciary-minded approach to client relationships. I like to translate complex financial concepts into practical guidance, helping clients make informed decisions about investments, retirement income, charitable planning, and risk management.
I am committed to delivering a high touch, family-centered advisory experience. I work closely with multi-generational families to coordinate investment strategy, estate planning, and legacy goals, always with a focus on clarity, integrity, and long-term stability.
Outside of my professional practice, I am deeply family- oriented and enjoy time with my wife Helen, and my daughters Haley and Victoria - along with the newest family member, our dog Tootsie. I divide my time between New York and Vermont, where I appreciate the balance of work, family, and the outdoors.
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.
