Merrill Lynch Financial Advisor Joseph Zerillo

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Joseph Zerillo is a financial advisor based in New York, New York, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Joseph provides comprehensive financial planning and investment management services. His practice focuses on helping clients navigate their financial journeys and achieve their long-term objectives.

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