Elliot R. Skriloff, AAMS®, CRPC™
Senior Vice President
Senior Financial Advisor
Portfolio Manager
Elliot is a Senior Vice President and Portfolio Manager* in the White Plains, New York office. As a Senior Financial Advisor, Elliot focuses on delivering financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, financial risk management as well as total wealth management and offers solutions that address each clients risk tolerance, time horizon, liquidity needs, overall investment goals, and the costs associated with the recommendation.
His client base is comprised of affluent individuals and families, corporate executives, business owners, non-profit organizations, households with special needs family members and others who value the disciplined approach and exemplary level of service that is brought to each relationship.
Elliot has a defined process by which he works with each relationship. He insists on understanding the specific situations of the clients he works with; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions, and review the progress we are making together toward reaching those goals and objectives. With Elliot, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Elliot meets regularly with clients to ascertain whether their financial lives are consistent with their personal circumstances.
Elliot has earned the following designations and uses his advanced skill set as he works with his clients:
AAMS - Accredited Asset Management SpecialistTM designation
CRPC - Chartered Retirement Planning CounselorTM designation
Elliot is a graduate of Ithaca College and has been in the financial services industry since 1993 and with Merrill Lynch Wealth Management since 2004. He lives in Armonk, New York with his wife and two children.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
Elliot follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in his community.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
