Mario Stojkoski is a Financial Advisor with more than eight years of experience helping clients navigate important financial decisions through Bank of America and Merrill. He is passionate about building meaningful relationships and believes that successful financial planning starts with understanding each client's unique goals, values, and aspirations.
Using a collaborative, goals-based approach, Mario works closely with individuals, families, and business owners to develop personalized strategies designed to help build, preserve, and transition wealth. His areas of focus include retirement planning, investment management, education funding, and legacy planning. By combining thoughtful guidance with ongoing support, Mario helps clients stay focused on what matters most and make informed decisions with confidence.
Mario holds the Chartered Retirement Planning Counselor™, CRPC™ designation, reflecting his specialized knowledge in retirement planning strategies. He earned his bachelor's degree from Newberry College and his Master of Business Administration (MBA) from the University of South Carolina.
Outside of his professional pursuits, Mario enjoys spending time with his wife and two children. He is an avid soccer enthusiast who enjoys hiking and staying active outdoors. He is also committed to serving his community through volunteer coaching and mentoring youth athletes.
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.
