John Palmieri

Background

About John Palmieri

I am a Financial Advisor and Portfolio Manager at Merrill. Financial goals and investing disciplines are uniquely personal and as a Financial Advisor I am most helpful when a deep understanding of my client permits me to proactively anticipate and manage the future needs and risks that await. Through each phase of life I help my clients define their financial goals and then work with them to craft strategies to reach each goal. As a Portfolio Manager I can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Before joining Merrill, I worked for Ernst & Young in the Entrepreneurial Services Group and the law firm of Thatcher Proffitt & Wood. Please note that I do not provide any legal or tax advice in my role at Merrill Lynch Wealth Management. I have a B.S. in Accounting from Villanova University (Go Wildcats!) and a J.D. from Fordham University School of Law.