Senior Vice President | Wealth Management Advisor | Retirement Accredited Financial Advisor@ Merrill Lynch
New York, New York, United States
Nicholas Luisi, CFP®, CPFA®
GET FULL PROFILE 
Real-Time AI Research
FlashIntel GPT
Tell me more about Nicholas Luisi, CFP®, CPFA®?
FlashIntel GPTNicholas Luisi is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the United States. With 18.9 years of experience, he has been working at Merrill Lynch since November 1, 2004. Merrill Lynch, founded in 1914, is a leading financial services company with over 10,000 employees. They offer a wide range of products and services, including mutual funds, ETFs, managed accounts, and alternative investments. Nicholas Luisi's expertise lies in the finance department, where he provides expert advice and guidance to individuals, institutions, and wealthy individuals.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Wealth Management Advisor at Merrill Lynch Wealth Management at Merrill Lynch Wealth Management, Bank of America Corporation
Work Experience
Senior Vice President | Wealth Management Advisor | Retirement Accredited Financial Advisor
Financial Services
Nicholas Luisi, CFP®, CPFA®'s Professional Milestones
- Senior Vice President | Wealth Management Advisor | Retirement Accredited Financial Advisor (2004-11-01~): Provided strategic financial insights and guidance to optimize business operations and reduce risk.
Certification
Colleagues
John "Jack" C. Davis
Owner
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Patrick Jarin
Business Owner | Financial Advisor
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Other Named Nicholas Luisi, CFP®, CPFA®
Frequently asked questions
We found 2 Nicholas Luisi, CFP®, CPFA®'s email addresses
We found 2 Nicholas Luisi, CFP®, CPFA®'s phone numbers
Nicholas Luisi, CFP®, CPFA®'s social media include: Linkedin,
Nicholas Luisi, CFP®, CPFA® works for Merrill Lynch
Nicholas Luisi, CFP®, CPFA®'s role in Merrill Lynch is Senior Vice President | Wealth Management Advisor | Retirement Accredited Financial Advisor
Nicholas Luisi, CFP®, CPFA® works in the industry of Financial Services
Nicholas Luisi, CFP®, CPFA®'s colleagues are John "Jack" C. Davis,Alok Tandon,Nick DiGiaimo
Nicholas Luisi, CFP®, CPFA®'s latest job experience is Senior Vice President | Wealth Management Advisor | Retirement Accredited Financial Advisor at Merrill Lynch
