Dominic Dipuccio

About Dominic Dipuccio

I am a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional at Merrill with the Knowles, Armitage and Lucas Group. I work primarily with multi-generational families, corporate executives and business owners to help achieve their most important goals through detailed, customized financial planning. Originally from Cleveland, OH, I spent four years in Cincinnati where I began my career with Merrill and graduated from Xavier University. Since 2018 I\'ve worked in our team\'s downtown Chicago office and live in the city. • About The Knowles, Armitage and Lucas Group: We offer comprehensive wealth management to analyze and advise on retirement, estate and holistic strategies for individuals and their families. We also assist public corporations with their equity incentive and employee benefit plans. Our ideal client values long-term relationships.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   Jul 2018 — Present

Education

• Xavier University

  Bachelor's Degree

  2014 — 2018

• Gilmour Academy

  High School

  2010 — 2014

Skills

• Teamwork
• Content Curation
• Microsoft Office
• Brand Management
• Time Management
• Social Media
• Microsoft Word
• Project Management
• Customer Service
• Management
• Microsoft Excel
• Powerpoint
• Leadership
• 3d Printing
• Strategic Planning