Michael Carbone

Michael Carbone Email and Phone Number

FSA - Merrill @ Merrill Lynch Wealth Management
Paramus, NJ, US
Michael Carbone's Location
Paramus, New Jersey, United States, United States
Michael Carbone's Contact Details

Michael Carbone personal email

n/a

Michael Carbone phone numbers

About Michael Carbone

A desire to help others is one of the main reasons I chose to join the financial services industry. This passion to help stems from my own experience, the financial challenges I've personally faced, and what I've seen family and friends face. As witness to the challenges encountered by important people in my life, I recognized the need for a professional and caring team to help people realize the life they want. My mission is to work with you to develop a wealth plan built around your priorities, and then help you adjust, as needed, to the changes that inevitably may occur.

Michael Carbone's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

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FSA - Merrill
Paramus, NJ, US
Website:
ml.com
Employees:
34842
Company phone:
+1-800-637-7455
Michael Carbone Work Experience Details
  • Merrill Lynch Wealth Management
    Fsa - Merrill
    Merrill Lynch Wealth Management
    Paramus, Nj, Us
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  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Feb 2024 - Present
    New York, Ny, Us
    Michael Carbone joined Merrill in 2024 with a background in financial technology and real estate. As a member of the Goodman Group, Michael brings a passion for innovative solutions and a commitment to helping clients achieve their financial goals. The Goodman Group places the investor directly at the center of their wealth management approach. They work to guide clients through complex financial decisions and challenges. The process begins with a deep, thought-provoking conversation, laying a foundation to understand each client's risk tolerance, time horizon, liquidity needs, priorities, and unique financial concerns. From there, a customized strategy is crafted, leveraging insights from Merrill and access to the banking capabilities of Bank of America. As needs and market conditions evolve, Michael and Greg are there to have detailed discussions and make adjustments as needed. Whether clients are looking to plan for retirement, small business opportunities, or plan for long-term family wealth, Mike and Greg provide personalized plans for each of their clients' goals. Born and raised in the tri-state area, Michael is a graduate of the University of Scranton. He resides with his wife in Essex County, where you can find him out and about in the community, attempting to lower his handicap and enjoying time with his family.
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Michael Carbone Skills

Microsoft Office Sales Investments Real Estate Microsoft Excel Valuation Portfolio Management Powerpoint Strategic Financial Planning Leadership Marketing Financial Modeling Microsoft Word Budgets Microsoft Powerpoint Public Speaking Business Development Accounting Financial Analysis Social Media Business Strategy Sales Management Finance Software As A Service Customer Service Strategic Planning Sales Process Account Management Customer Relationship Management Purchasing Negotiation Private Equity Alternative Investments Real Estate Transactions Marketing Strategy Property Management Asset Management Sales Operations Business Process Management Negotiation Contract Negotiation Team Building Business Relationship Management Working With Investors Communication Team Management Collaborative Problem Solving Rfp Fintech Financial Technology

Michael Carbone Education Details

  • University Of Scranton
    University Of Scranton
    Bachelor'S Degree

Frequently Asked Questions about Michael Carbone

What company does Michael Carbone work for?

Michael Carbone works for Merrill Lynch Wealth Management

What is Michael Carbone's role at the current company?

Michael Carbone's current role is FSA - Merrill.

What is Michael Carbone's email address?

Michael Carbone's email address is mi****@****ine.net

What is Michael Carbone's direct phone number?

Michael Carbone's direct phone number is +121244*****

What schools did Michael Carbone attend?

Michael Carbone attended University Of Scranton.

What skills is Michael Carbone known for?

Michael Carbone has skills like Microsoft Office, Sales, Investments, Real Estate, Microsoft Excel, Valuation, Portfolio Management, Powerpoint, Strategic Financial Planning, Leadership, Marketing, Financial Modeling.

Who are Michael Carbone's colleagues?

Michael Carbone's colleagues are Greg Wisniewski, Srikant Krishnamoorthy, John Hurley, Fred Beller, Kyle Salone, Sean Mahon, Alex Hour.

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