Michael A Bertuzzi and his team of investment industry professionals bring you their financial knowledge and the global investment capabilities of Merrill. Having a Merrill advisor means you can expect one-on-one collaboration with a personalized wealth plan plus access to banking solutions from Bank of America. With 30 years in the financial services industry, Michael A Bertuzzi joined Merrill in 1990. He has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans. Michael A Bertuzzi can help corporate executives integrate their corporate benefits into a long-term financial approach.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
