Merrill Lynch Private Wealth Advisor Brian Lotito

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Brian Lotito is a Private Wealth Advisor based in New York, New York, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. His practice focuses on providing personalized financial planning and investment management services. Brian serves individuals and families seeking to align their financial strategies with their long-term objectives.

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