John Byron - First Vice President, Senior Financial Advisor, joined Merrill Lynch Wealth Management in 2007. John's approach to Wealth Management is comprehensive and customized to fit each individual's goals. He uses a disciplined process with the goal of simplifying the financial lives of his clients.
This Process Incorporates :
Listening to the client's financial goals, objectives and aspirations.
Assessing the client's risk tolerance as it pertains to investing.
Developing a overall investment management strategy to help clients achieve their financial goals.
Reviewing progress and updating the client's goals on a regular basis to optimize results.
John and his associates provide services in the following areas :
Investment Management
Retirement planning and IRA distribution management
Estate planning services
College tuition planning
Cash flow management
Legacy planning
Philanthropy
Liability and Trust Services through Bank of America, N.A. and Bank of America Private Bank (formerly U.S. Trust)
John holds a B.S. in Economics and Finance from Buffalo State College.
John is supported by a team of experienced Wealth Management Client Associates. Elizabeth Marinaccio and JoAnne Buzzeo have more than sixty years of combined experience with Merrill Lynch Wealth Management. They are committed to providing unparalleled service to their entire client base and are always available to assist with any administrative requests.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
