Nils Bosch Email & Phone Number

Nils launched his career at Merrill Lynch Wealth Management as an intern in 2003. He then continued in the financial services industry working in retail banking and wealth management. Nils works with a select group of high-net-worth families, entrepreneurs and corporate executives in the development and coordination of customized financial strategies. For the individual investor & families, Nils focuses on investment portfolio construction, retirement/estate planning strategies and insurance coordination. For the business owner or corporation, Nils provides strategies for short-term cash flow management, lending, and the structuring of retirement plans. With a highly effective business service model, a fundamentally sound investment discipline and unlimited access to a highly dedicated team of specialists within Merrill and Bank of America, N.A, Nils helps to ensure that clients are covered and comfortable in all aspects of their financial life.Nils resides Rockville Centre with his wife Meaghan, & three young kids. Nils graduated from Towson University with a BS in Business Administration and a concentration in Finance. He spends his free time playing golf & traveling with the family. He has been involved in the youth basketball program at Holy Trinity Church in Rockville Centre as a player & coach over the past few decades.

Listed skills include Customized Wealth Planning, Corporate Retirement Plan Management, Goals Based Planning Approach, and Planning For Individual Retirement.