Arlette Cataldo

Background

About Arlette Cataldo

I believe that outstanding wealth management requires an advisor's effort, empathy and experience. For more than three decades, I'm proud to have brought clients all three. To help optimize clients' intergenerational wealth, we can align strategies for risk-managed investments, liability management, tax minimization, wealth transfer, philanthropy, and business succession. Our knowledge of wealth and estate planning strategies helps us identify options that can help provide the tax-efficient transfer of wealth, while enhancing client lifestyles. Keeping clients informed and optimistic is our goal. Working sideways (to siblings) and top down (to grown children and grandchildren), we often tailor financial strategies for each family member. Bob and I put a premium on family dynamics, which is why we often meet clients in the evening or on weekends. We connect clients with community resources and, when given the chance, educate clients' children on managing wealth and getting started on a wise financial course. Bob and I strongly believe that enlightened clients can enjoy more confident lives. Before joining Merrill in 2007, I spent more than 20 years managing municipal bond portfolios and serving as a financial advisor at Smith Barney. I've always been active in the industry, serving as a board member, and later as the President and Chairman of the Board, of the IAFP (International Association of Financial Planners). Arlette is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards since 1992. In addition she holds the Chartered Retirement Planning Counselor™, CRPC™, and the Chartered Retirement Plans Specialist™, CRPS™ designation as well as the Certified Plan Fiduciary Advisor® (CPFA®) designation issued by NAPA (National Association of Plan Advisors) demonstrating knowledge, experience and commitment to working with retirement plans.