Navigating falling rates, rising markets and mixed signals
What to consider for your long-term investment approach
Stiness Donnelly Group
Merrill Lynch Wealth Management
One Financial Plaza
Providence RI 02903
(401) 863.8613
(401) 863.8613
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Accessible, knowledgeable, and experienced, we are committed to building and maintaining a strong relationship with you. We’re passionate about what we do and we bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Accessible, knowledgeable, and experienced, we are committed to building and maintaining a strong relationship with you. We’re passionate about what we do and we bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Stiness Donnelly Group
Meet Our Team
Ann Stiness,
ChFC®, CKP®, CPFA®, CRPC™
Senior Vice President, Wealth Management Advisor
401.863.8613
401.863.8613
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Thomas Giuliotti
Senior Wealth Management Lending Officer
NMLS #652381
Bank of America, N.A.
Jeffrey Wiedmann
Wealth Strategist
Merrill
Insights
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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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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.