Mark Lagratta
Senior Financial Advisor, Senior Vice President at Merrill Lynch
Based in United States
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Seniority
Vp
Department
Finance & Accounting
Location
United States
Industry
Financial Services
Company size
35K
Contact information
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m•••••••@ml.com
Phone
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Background
About Mark Lagratta
Mark is a Senior Financial Advisor in the LaGratta Mannix Group which focuses on goals based wealth management, including asset allocation, investment selection, tax minimization and estate planning services for all individuals. Mark earned his CPWA® designation in January, 2017, awarded by the Investments & Wealth Institute™.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.
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