Mark Nastri
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Fairfield County, Connecticut, United States
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Mark Nastri serves as a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he leads The Serio Group in providing tailored financial solutions to a select clientele. With over 50 years of collective experience within the team, Mark and his colleagues specialize in navigating the complexities of wealth management for affluent individuals, business owners, and executives. Their approach is deeply rooted in building long-lasting relationships, which Mark values immensely. He believes that understanding each client's unique financial landscape is crucial to delivering personalized strategies that align with their goals.
As a CERTIFIED FINANCIAL PLANNERâ„¢ professional, Mark emphasizes the importance of a comprehensive financial plan as the foundation for successful wealth management. He works closely with clients to assess their financial situations, identify opportunities, and mitigate risks in an ever-evolving market. Key projects under his leadership include developing customized investment strategies, retirement planning, and estate planning, all designed to enhance the financial well-being of clients and their families.
Mark's expertise extends to various aspects of wealth management, including asset allocation, tax optimization, and philanthropic planning. His commitment to continuous education and staying abreast of industry trends enables him to provide insightful guidance that empowers clients to make informed decisions. By leveraging the extensive resources of Merrill Lynch, Mark ensures that his clients receive the highest level of service and support, ultimately helping them achieve their financial aspirations with confidence.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in September 2010 to Present
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What is Mark Nastri email address?
Email Mark Nastri at [email protected] and [email protected]. This email is the most updated Mark Nastri email found in 2026.
What is Mark Nastri phone number?
Mark Nastri phone number is +17035937386 and +18607224704.
How to contact Mark Nastri?
To contact Mark Nastri send an email to [email protected] or [email protected]. If you want to call Mark Nastri try calling on +17035937386 and +18607224704. (updated on November 04, 2024)
What is Mark Nastri net worth?
Mark Nastri has an estimated net worth of $750,000 to $999,999
What company does Mark Nastri work for?
Mark Nastri works for Merrill Lynch Wealth Management
What is Mark Nastri's role at Merrill Lynch Wealth Management?
Mark Nastri is Wealth Management Advisor, Senior Vice President
What industry does Mark Nastri work in?
Mark Nastri works in the Financial Services industry.
Mark Nastri Email Addresses
Mark Nastri Phone Numbers
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