Joshua Sienkiewich

Approach

Every client has a different story, so I start by listening. Together, we identify your goals, priorities, and concerns, then create a financial strategy built around what matters most to you. As your life changes, we'll revisit your plan and make adjustments to help keep you moving toward your goals.

Capabilities

Understanding where you are today and where you want to go is an important part of building a financial strategy. I work with you to bring together your investments, retirement planning, cash flow, and broader financial priorities into a strategy centered around what matters most to you and your family. As life and markets change, we'll revisit your strategy, evaluate opportunities and risks, and make adjustments when needed to help keep you on track.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition