Introducing Dominick Santangelo 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 planning, Dominick will sit down with you and develop a comprehensive plan that will act as a road map to take you where you need to be financially. Using Merrill’s broad range of planning tools and product suite, Dominick will match your financial goals and desires to the best possible outcomes and develop an active plan for you to monitor and achieve your goals. 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 Merrill Lynch. 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 execute your financial plan for success. 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.
I offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
The team's industry knowledge and experience helps them provide you with:
- Potential risk management strategies
- Trust and estate planning services
- Tax-minimization strategies
- Access to Bank of America for your credit and banking needs
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Lastly, I would say that my #1 goal is to listen and learn what is important to you! Given my extensive industry experience and the many products, tools and services available at Merrill, I am confident we can put together a plan to help you achieve your financial goals.
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.
