Mark Perrault

Background

About Mark Perrault

As a Merrill Senior Consultant, my objective is to develop long-term financial advisory relationships that are personalized to each and every client. It is my practice to promote a systematic approach to investing consistent with each client's investment goals and risk/reward tolerance. Through Merrill Lynch Wealth Management, I am able to provide access to a wide array of financial/investment services including financial guidance, retirement and estate planning strategies, and investment portfolio management. In conjunction with these services, I am supported by specialists and top-rated research. In addition, you may also benefit from the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategies and personalized home financing guidance focused on your needs. Working together, your Financial Advisor Team and Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your financial objectives. The Wealth Management Lending Officer does not offer investment advice nor make recommendations on investment products. Residing in Vestal, NY, I am a life time resident of Broome County. I have been married to my wife Helen for 26 years and we have three boys, age 24, 22, and 21. I earned my B.A. degree in Economics and Management Science from Binghamton University in 1977, and started my career in the financial business with Merrill in 1985. Although I am FINRA registered in several states, my business is centralized around New York and Pennsylvania. I work extremely hard to provide an exceptional level of client care and service, and I invite you to contact me if you have an interest in getting together at your home or my office for a meeting to discuss your particular investment and retirement needs.