Experience

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  Merrill lynch wealth management

  Jun 2002 - now

  Wealth management advisor, managing director

  The Angelone & Berkman Group concentrates on the financial and investment needs of high-net-worth individuals and corporations. We help clients develop and design strategies to help manage their personal and corporate finances. The team draws on Merrill Lynch Wealth Management's resources and their financial specialists to offer clients a wide range of services. We stress a long-term approach to investing and emphasize investment services to help clients determine their financial objectives and risk tolerance. Portfolio performance and client satisfaction are our primary business objectives. We differentiate ourselves by providing exceptional customer service to clients while being proactive with ideas and solutions, based upon the clients risk tolerance, time horizon, liquidity needs, overall investment goals, and the costs associated with the recommendation. Show less