Gerry Slattery
,

Senior Vice President, Senior Financial Advisor

50 Route 111
Smithtown, NY 11787
631.361.3230
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Gerald Slattery – Gerry is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on retirement planning.

Gerry attended the New York Institute of Technology where he graduated Magna cum Laude in 1988 with a B.S. in Business Administration and a concentration in Management Information Systems. After working as a Financial Analyst with Unisys Corporation, Gerry entered the Merrill Lynch financial consultant training program in 1992. Gerry holds the Chartered Retirement Planning Counselor, CRPCTM designation and the Certified Plan Fiduciary Advisor® CPFA.
Our team is involved with local communities, assisting charitable organizations such as the Red Cross. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.

Recognition
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
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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.

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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.
Gerald Slattery is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, IN, LA, MA, MD, ME, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA.