Americo Lisboano is the Senior Resident Director at Merrill, leading the Montvale, New Jersey office. He has been with Merrill since 1996 and brings extensive experience in wealth management, serving High Net-Worth investors with complex financial situations. Americo is committed to providing clients with sound financial advice, premier service, and extensive resources to help them achieve their financial goals. He manages discretionary portfolios through personalized or defined strategies, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
Americo holds the Chartered Retirement Planning Counselor™ designation, along with other professional certifications including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He assists clients in developing strategies to manage their personal and business assets and liabilities, considering their goals, time horizons, and risk tolerances. A graduate of Rutgers University, Americo has been active in the financial services industry since 1992.
In addition to his professional work, Americo is involved in the community as a board member of the Bergen County United Way. He also has language proficiency in Portuguese and English.