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Christopher B
Series 66
Southold, NY
Merrill
Christopher Battaglia is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management's 5th Avenue Office. He has been with Merrill Lynch since 2013, focusing on providing personalized financial strategies to his clients. Christopher serves two primary client groups: corporate executives and key employees managing concentrated stock positions, deferred compensation, and liability management; as well as small groups of affluent families nationwide, offering multi-generational wealth and estate planning services. His expertise includes college education planning, corporate benefits, divorce transition planning, liquidity management, managing new wealth, sports and entertainment, and tax minimization. He holds a Bachelor's Degree in Business Administration from Boston University with concentrations in Finance and Entrepreneurship. Christopher is also a Personal Investment Advisor (PIA). In 2019, he was named to Forbes' "Best-in-State Next-Gen Wealth Advisors."
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