Vincent J. Maggio[KD1] , CFP®, CRPC®Senior Resident DirectorSenior Vice President – Wealth Management I am the founder of the Maggio Group, a wealth management team within Merrill Lynch. I have spent more than three decades advising clients throughout the United States, helping them achieve their financial goals through thoughtful strategies and careful execution. My team and I serve a diverse clientele, including executives, business owners, doctors, and multi-generational families. Whatever their path to wealth, clients look to us for in-depth advice and guidance, intensive outreach, and an unwavering service ethic. We cultivate a family atmosphere, generating a warm and sincere connection to clients and their extended family members. When people engage our team, we welcome them to our family, helping them distil complex financial issues and identify meaningful goals. Our team brings more than sixty-five years of collective experience. Our longevity, continuity, and know-how intensify our effectiveness. We offer integrated wealth management in multiple areas: - Investments- Stock-option exercising- Retirement- Trust and estate planning services- Healthcare savings- Higher education savings- Business cash flow- Access to lending through Bank of America, N.A. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.  I also hold the Chartered Retirement Planning CounselorSM designation. In addition to my responsibilities as team leader, I serve as Senior Resident Director for the Sewickley office. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.  CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning. [KD1]You would paste the text in the Summary section of LinkedIn.  It is the first text that the reader will see.