LuAnn Losito
,
Senior Vice President, Senior Financial Advisor
102 Utica Business Park
Utica, NY 13502
315.738.2095
Learn more about an advisor's background on
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

LuAnn K. Losito, Senior Financial AdvisorSenior Vice President, began her financial services career in 2000. As a Senior Financial Advisor LuAnn can assist you by helping you build a wealth management strategy to address your individual needs. LuAnn focuses on delivering a comprehensive approach to managing wealth, beginning by listening and helping you make informed decisions as you develop your strategy.
Our advisors and Wealth Management Client Associates are actively involved in the communities they serve. They devote significant time, energy and resources to help create positive change in the areas in which they live and work. Our team is enthusiastically involved with assisting charitable organizations such as United Way.

About Me
Welcome

My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.

Meet Our Professional Staff
Donna L Burnett
Registered Senior Wealth Management Client Associate
315.738.2092
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
LuAnn Losito is registered to do business in AL, CA, CO, CT, DE, FL, GA, ID, IL, MA, ME, NC, NH, NJ, NV, NY, OK, PA, SC, TN, TX, VA, WV.