Business Name: Merrill Lynch – Pizoli Wealth Management ( URL )
Email: Contact
Phone Number: 856-231-5591
Business Category:Financial Advisor
About the Business:

I believe the best financial approach is the one that helps you pursue and achieve your goals. That's why, from the start, we will discuss your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon for your children or grandchildren? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? Planning for Social Security in retirement? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

My ultimate goal is to provide clients with the knowledge, power and confidence to achieve their financial goals. I am committed to providing my clients with an exceptional level of service, having done so since joining Merrill in 2018.

About you: I am a South Jersey native, currently residing in Medford, NJ with my husband. I graduated from the University of Delaware with honors in 2014. Away from the office, I enjoy spending time with family & friends, traveling, reading, and cheering on my favorite Philadelphia sports teams. I have been a member of NAWBO since 2021.