Art Pasternak is a CERTIFIED FINANCIAL PLANNER^™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Chartered Retirement Planning Counselor and Retirement Accredited Financial Advisor designation in the White Plains, New York Merrill Lynch Wealth Management office. He has more than 30 years of experience in the financial services industry, the past 25 at Merrill Lynch Wealth Management. Art is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. Art has a defined process by which he works with each client. He insists on understanding the specific situations of the people he works with; thereby being able to establish objectives, develop an appropriate strategy, recommend a course of action, and review the progress being made together toward reaching those goals and objectives.

With Art, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Art meets regularly with clients to facilitate that their financial lives are consistent with their personal circumstances.

Once your wealth management plan has been implemented, Art will periodically review your plan's progress to help make certain that its strategy remains aligned with your overall financial needs. By having a plan and a process in place you will be less affected by extraneous event driven decisions. He embraces the concept of Total Merrill in his ability to deliver an unmatched breadth of both proprietary and non-proprietary products and services to clients. He has access to a wide range of Merrill specialists whose experience can be drawn upon to customize a solution based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation which help meet client's unique financial objectives.

Art is an active member of the White Plains Business Improvement District assisting in developing business opportunities in the downtown area. He is also a board member of the Fort Lee High School Academy of Finance. Their role is to develop students interests in the business world. Art lives in Fort Lee NJ and is an avid golfer and enjoys watching college basketball.