Michael Wein Email & Phone Number

As a Senior Financial Advisor at Merrill Lynch Wealth Management I focus on understanding my clients needs so I can develop personalized wealth management strategies. I create asset allocations using stocks, bonds, ETFs, mutual funds, alternative investments and market linked notes, which help clients achieve their financial objectives. I take a holistic approach in managing wealth, by focusing on all aspects of clients financial lives. *Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. *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. *A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis their own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.

Listed skills include Retirement And Investing Planning, College Education Planning, Business Exit Strategies, Small Business Retirement Plans, and 8 others.

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  Hampshire College

  Bachelor'S Degree