Anthony Addison Email & Phone Number

Since 1997, my team and I have helped affluent families, and corporations with their financial goals. As a Managing Director, Senior Financial Advisor in the Wealth Management Group, my focus is on wealth management services, and asset management for high net worth clients. Taking a holistic approach, after reviewing clients assets and debts, based on their risk tolerance, time horizon, liquidity needs, and overall investment goals, I will tailor a customized wealth management plan to address clients needs. I work closely with clients attorneys and CPAs.My Team and I have extensive knowledge in:-Goals Based Wealth Management-Concentrated Stock Positions/ Tax Efficient Stock Option Exercise-Hedge Fund Lending-Retirement Planning/ Distribution options from employer sponsored plans-Estate Planning ServicesI WOULD WELCOME A CONNECTION IF:-You are in need of customized financial advice and guidance-You want to hear more about our wealth management process-You are interested in discussing our approach to estate planning services-You are a CPA or attorney interested in providing a resource for your clients-Are a nonprofit organization considering a Request for Proposal for your current investment portfolio

Listed skills include Trust And Estate Planning Services and Wealth Management Planning.

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  Senior Financial Advisor, Managing Director

  Merrill Lynch Wealth Management

  Mar 1998 - Present

  *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*You have choices about what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs, and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investments and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information contact your Merrill Financial Advisor.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.

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  University Of Vermont

  Bachelor'S Degree