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.
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Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
