Merrill Lynch Financial Advisor Paul Masone

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Paul Masone is a financial advisor based in New York, New York, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. Paul holds several certifications including AWMA, CEPA, CRPC, and SE-AWMA, indicating his expertise in wealth management and financial planning. He serves individuals and families looking for personalized financial guidance to help them achieve their financial objectives.

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