Dennis began working in the financial services industry in 1998 in various capacities including private equity, corporate finance and program trading and has worked in Australia, Switzerland and the United States. He provides solutions based upon his clients risk tolerances, time horizons, liquidity needs, overall investment goals and the costs associated with the recommendation, for credit and lending, investment planning, retirement planning, and income replacement strategies in the case of death, disability or other adverse conditions for individuals, families, businesses and organizations.
He is experienced in working with national and state professional organizations to enhance their membership value to current and prospective members using the Merrill Lynch Corporate Rewards Program. Dennis also helps his business clients monetize their existing corporate structures to create passive streams of income, using revenue sharing programs offered by the Bank of America.
Dennis holds the General Securities Principal and Registered Options Principal FINRA registrations. And is also a member of the Market Technicians Association and the Chicago Board of Options Exchange (CBOE). Presently he resides in Nassau County with his wife and their two daughters.
*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.
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.