Armand Bassi
Wealth Management Advisor, Senior Vice President @Merrill Lynch
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WORK HISTORY
Wealth Management Advisor, Senior Vice President @Merrill Lynch
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.
EDUCATION
Southern New Hampshire University
Bachelor's Degree
ABOUT ARMAND BASSI
Armand Bassi is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Burlington, Massachusetts. He began his career in financial services as a Financial Advisor with Prudential Securities in 1993 and joined Merrill in 1998. His mission is to help enhance the lives of uniquely successful individuals and their families who are concerned with preserving, growing, and transferring their wealth to future generations. Personalized service, objective advice, and disciplined investment management are hallmarks of his approach. Going beyond investment management strategies, Armand helps provide innovative approaches concerning retirement income planning, trust and estate planning, business structuring, and credit and lending solutions. Recognizing that many clients do not have the time, inclination, or specialization that their finances may require, Armand is passionate about understanding their multifaceted financial priorities and addressing the entirety of their financial lives. Long before he formulates any specific strategies, he asks questions to help uncover and address potential gaps in their wealth management approaches. As a qualified Portfolio Manager, Armand can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He has significant experience in the equity and bond markets, including stocks, mutual funds, hedge funds, private equity, managed futures, commodities, market-linked investments, and options. The customized portfolios he creates are based on his client\'s goals, timelines, liquidity needs, and risk thresholds. Armand earned a bachelor\'s degree in finance from Southern New Hampshire University. He and his wife, Nicole, reside in Harvard, Massachusetts with their two children. Extremely active in his community, Armand currently serves on the Board of Directors for the Burlington Area Chamber of Commerce and is a member of the Burlington Government Affairs and Charitable Foundation Committees. In addition to coaching his children\'s soccer teams, he enjoys skiing, boating, and golfing with his family.
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