Verified recordFinancial Services

Michael Wein

Senior Financial Advisor, Senior Vice President at Merrill Lynch

Based in Fairfield County, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Fairfield County

Industry

Financial Services

Company size

35K

Contact information

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Email

1 credit

m•••••••@ml.com

Phone

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Background

About Michael Wein

As a Senior Financial Advisor at Merrill Lynch Wealth Management I focus on understanding my clients needs so I can develop personalized wealth management strategies. I create asset allocations using stocks, bonds, ETFs, mutual funds, alternative investments and market linked notes, which help clients achieve their financial objectives. I take a holistic approach in managing wealth, by focusing on all aspects of clients financial lives.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis their own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.

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