As a Financial Advisor, Dominick is dedicated to helping his clients achieve their financial goals. Whether you are planning for retirement, already retired, just beginning to invest or looking to preserve your wealth, Dominick can help. With his extensive knowledge of the industry and wealth management planning, Dominick will sit down with you and develop a customized financial approach that will help act as a road map to take you where you want to be financially. Using Merrill’s broad range of planning tools and product suite, Dominick is committed to understanding your unique concerns, priorities, and financial resources and to sort through your financial complexities, measuring progress against goals, not just market benchmarks. Dominick has worked in the banking and financial services industry his entire career. He has held both advising and leadership positions at Morgan Stanley, Wells Fargo, and now is a Senior Financial Advisor at Merrill. The combination of management and advising roles that Dominick has performed in at a high level are an ideal combination for him to listen, prepare and help execute your financial plan. Originally from Brooklyn, New York, Dominick has lived throughout the continental United States and has conducted business both stateside as well as internationally. He is married to his wife Traci and has three children, Dominique, Michael, and Claire.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.