Dmitry Isenberg

About Dmitry Isenberg

My professional practice is built around integrated wealth management that connects and coordinates the many aspects of a client\'s financial life. I rely on a vast array of resources and strive to deliver superb service by accessing Merrill Lynch Wealth Management\'s and our strategic partners\' highly acclaimed investment research, state of the art analytical tools as well as banking & lending financial solutions offered through Bank of America, N.A. Using my knowledge and understanding of the financial markets, I\'ll help guide you on the path to achieving your financial goals and objectives. Whether you require customized work, a more robust investment plan, or simply a second opinion, I am here for you to start a conversation. Feel free to contact me by email or telephone at d••••••••@ml.com, 86••••••49. I currently hold the Series 7 and 66 FINRA registrations

Experience

1. Senior Financial Advisor

   Merrill Lynch

   May 2016 — Present

   Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc.(\"BofAS\") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Education

• Boston University Questrom School of Business

  Master's Degree

  2003 — 2005

• Brandeis University

  Bachelor's Degree

  1994 — 1997

Skills

• Company Retirement Plans
• Wealth Management