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Graziano S

Series 66

Potsdam, NY

Merrill

Graziano Spagnolo is a Senior Financial Advisor at Merrill Lynch Wealth Management, a position he has held since joining the firm in 2013. He serves as a Senior Vice President and focuses primarily on business development and client relationships within the team. Graziano assists clients with organizing their investment portfolios and developing new client relationships while nurturing existing ones. His work encompasses areas such as executive compensation, international wealth management, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds the Professional Investment Advisor (PIA) designation. Graziano earned a Bachelor's degree in Financial Information & Analysis from Clarkson University. Outside of his professional role, he enjoys golfing, soccer, and spending time with his family.

Wealth management Retirement income strategy Business ownership considerations Tax strategies for small businesses Charitable giving & philanthropy Financial Professional
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