Business Name: Merrill Lynch – Pizoli Wealth Management ( URL )
Email: Contact
Phone Number: 609-367-3558
Business Category:Financial Advisor
About the Business:

My Wealth Management team offers a goals-based approach that puts YOU, rather than the market, at the center of the wealth management process. Offering access to the global investing resources of Merrill and the banking convenience & lending solutions of Bank of America, we can assist clients in identifying and prioritizing personal & business goals, which might include ensuring money lasts in retirement, planning for and funding children’s educations, covering potential health care costs, cash flow needs for businesses and preserving wealth. We then help to develop a personalized financial approach aligned with your individual goals.
My team has been recognized by Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024.

About Me: I am a South Jersey native, currently residing in Medford, NJ. I graduated from the University of Delaware with honors. Away from the office, I enjoy playing & coaching basketball, spending time with family & friends, and watching all Philadelphia sports teams.
I take a holistic approach to wealth management, offering several solutions, including retirement planning, personalized investment strategies, and business planning. My ultimate goal is to provide clients with the knowledge, power and confidence to achieve their financial goals. I am committed to providing an exceptional level of service, having done so since joining Merrill in 2018.