Verified recordFinancial Services

Angelo Mamone

Senior Financial Advisor, Senior Vice President at Merrill Lynch

Based in White Plains, United States

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Seniority

Vp

Department

Finance & Accounting

Location

White Plains

Industry

Financial Services

Company size

35K

Contact information

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Email

1 credit

a•••••••@ml.com

Phone

5 credits

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Background

About Angelo Mamone

I am a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management in White Plains, New York. My team and I help clients and their family members manage multiple aspects of their financial lives. We serve clients with care and approachability, attesting to our deep-seated interest in their long-term welfare. I've worked in financial services since 2008. I have particular depth helping union members navigate important decisions about retirement and the impact of that transition on their investments and income stream. I also advise small business owners about the intersection of their professional and personal finances. Clients come to me with a range of needs. I welcome that interaction and am honored by their trust. I want to be the first phone call they make-whatever the issue-and won't rest until I track down an answer. I pride myself on generating lasting ties with clients, grounded in warm and genuine relationships. My goal is to help clients make good decisions by evaluating opportunities and capitalizing on offerings. My work is tailored and personalized. Clients know how important they are to me because I show them through my actions. Service is something easy to talk about and harder to do. I make it my priority to deliver on-and exceed-client expectations. My team and I offer integrated financial advice and guidance- Retirement strategies - Customized investment management - Income preservation - Access to lending through Bank of America, N.A. I invite the following links- People who want one-on-one direction for important financial decisions - Union members who anticipate or are enjoying retirement - Small business owners who need integrated financial strategy - CPAs or attorneys interested in providing enhanced resources to clients In my free time, I love to travel-especially to Italy, but wherever my wanderlust takes me. I also enjoy the outdoors, golf, and photography.

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