Your advisor
Gian Perrotta
One Financial Plaza
Providence, RI 02903
(401) 278-7017
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In just 15 minutes, expert panelists share ideas that can help you prepare for potential opportunities and risks in 2025 and beyond.
I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Gian Perrotta
,
Merrill Financial Solutions Advisor
NMLS #2025608
One Financial Plaza
Providence, RI 02903
401.278.7017
401.278.7017
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
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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.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Gian Perrotta is registered to do business in AL, AR, AZ, CA, CO, CT, FL, LA, MA, ME, NH, NJ, NM, NY, OH, OK, RI, SC, TX, VT.