Frank Robertazzi

Background

About Frank Robertazzi

I work with clients throughout the United States to simplify the complexities of their financial lives. An innate problem-solver, I bring both analytical and life skills to each client's situation, designing in-depth strategies to pursue client goals. I combine a broad understanding of the changing world economy with sound planning and investment principles to help executives, business owners, individuals and their families achieve their financial goals. I differentiate my approach in several ways: MINDSET: Prior to joining Merrill Lynch Wealth Management in 2007, I spent more than 25 years in national and global business development in the electronics and lighting industries. My background is in unwinding complicated business and technical issues. Many of the clients I serve deal with complex questions in their personal or professional finances; I speak their language. DEPTH: I begin each relationship by assessing multiple aspects of each client's situation: investments, retirement, cash-flow needs, and wealth transfer objectives. I then design a detailed long-term strategy to address issues and leverage efficiencies. I know the value of a well-designed blueprint for moving forward. EXECUTION: I rely on a disciplined process for executing each client's strategy. My training as an engineer underscored the importance of workable tactics. I look to make the transition from strategy to implementation a seamless one. ACCESSIBILITY: I serve clients from coast to coast. Clients reach me on their schedule-not mine. I travel to clients, staying apprised of changing family circumstances and updating clients on the capital markets. Face-to-face meetings allow us to refine our strategies and assess how we're doing relative to our objectives. VALUES: Transparency, hard work, empathy, honesty-these are the values that matter to me and to the clients I serve. I'm deeply committed to client success.