Verified recordFinancial Services

Michael Blood

Financial Advisor at Merrill Lynch

Based in Pittsford, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Pittsford

Industry

Financial Services

Company size

35K

Contact information

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Email

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m•••••••@ml.com

Phone

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Background

About Michael Blood

Our team of investment professionals at The Szczublewski Wealth Management Group collaborate to help clients reach and understand their financial goals. We are fully supported by the global resources of Merrill and are committed to building strong client relationships based on trust and personalized service. I joined Merrill in 2022 with eight years of prior experience in the financial services industry. Understanding that clients have various goals and objectives is at the forefront of my business. By allowing clientele access to an individual personalized wealth plan, the likelihood of clients reaching their goals becomes realistic. We have experience with corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. Additionally, we help clients manage concentrated stock positions, money received from the sale of a business or inheritance, and life/work transition events. At Szczublewski Wealth Management, we use a comprehensive approach to financial planning, aiming to sort through the financial complexities of clients' lives. I draw from the combined experience of the team while utilizing the insights and resources from Merrill to provide the best possible experience for my clients. Michael.Blood@ml.com 585.383.5705

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