Charles Balducci

Q: What is Charles Balducci email address?

Email Charles Balducci at charles_balducci@ml.com. This email is the most updated Charles Balducci email found in 2026.

Q: How to contact Charles Balducci?

To contact Charles Balducci send an email to charles_balducci@ml.com. If you want to call Charles Balducci try calling on +19172251138 and +18183687084.

Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management | New York, United States

About Charles Balducci

Charles Balducci serves as a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he is the founder and co-lead of The Snyder/Balducci Group. This boutique-style banking and investment group is uniquely positioned to cater to a select clientele of entrepreneurs and C-suite executives, providing tailored wealth management solutions that address their specific financial needs and aspirations. With a focus on high-net-worth individuals, Charles and his partner lead a dedicated team of over 20 professionals who specialize in a range of services, including trust and estate planning, portfolio management, and concentrated stock management.

Under Charles's leadership, The Snyder/Balducci Group has successfully executed key projects that enhance the financial well-being of their clients. This includes developing comprehensive wealth strategies that integrate investment management with risk mitigation, ensuring that clients not only grow their wealth but also protect it for future generations. Charles's expertise in trust and estate planning services allows him to guide clients through complex financial landscapes, helping them navigate the intricacies of wealth transfer and tax implications.

Charles is committed to fostering long-term relationships with his clients, understanding that effective wealth management goes beyond mere numbers. His approach is characterized by a deep understanding of the unique challenges faced by entrepreneurs and executives, enabling him to provide insights that drive informed decision-making. As a trusted advisor, Charles Balducci continues to make a significant impact in the wealth management arena, leveraging his extensive experience and industry knowledge to empower his clients on their financial journeys.

Charles Balducci Work