Vanessa Gizzi
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oak Brook, IL 60523
Credentials
Series 66
Industry experience
17 years
Vanessa Gizzi is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2007. She specializes in wealth planning and relationship management, utilizing the Goals-Based Wealth Management Process alongside the research and technological resources of Bank of America and Merrill. Vanessa provides guidance and strategy tailored to the unique needs and goals of individuals, families, and business owners, focusing on areas such as education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and portfolio management services.
Vanessa holds a Bachelor's Degree from Florida State University and an MBA with a concentration in Finance from the University of Illinois at Chicago. She carries the Personal Investment Advisor (PIA) designation and is a member of the Gamma Phi Beta Sorority. In addition to her professional commitments, Vanessa is involved in community activities including the Lockport Women's Club Artisan Market at Old Canal Days and the Lockport Women's Club Financial Literacy Initiative.
Outside of work, Vanessa spends time with her husband, Pat, and their three children. She supports their interests in dance, singing, soccer, and the Italian language. Vanessa also enjoys running, yoga, and traveling to visit family across the United States and Europe.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
2021 Spring Rd
Oak Brook, IL 60523
Illinois · Texas
Bank Of America, N.a.
2015 - Present (11 years)
Merrill
2007 - Present (19 years)
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