Erik Scaranuzzo
Senior Resident Director, Managing Director @Merrill Lynch
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WORK HISTORY
Senior Resident Director, Managing Director @Merrill Lynch
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for investment management professionals.*Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Forbes \"Best-in-State Wealth Management Teams\" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK\'s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client\'s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
EDUCATION
Southern Connecticut State University
Bachelor's Degree
Albertus Magnus College
Master's Degree
ABOUT ERIK SCARANUZZO
Erik Scaranuzzo is a seasoned financial professional with 26 years of experience delivering comprehensive wealth management and potential financial solutions to high-net-worth individuals, corporations, and non-profit organizations. Since joining Merrill in Erik has built a reputation for helping clients achieve their financial goals through strategic planning and disciplined investment management. Erik is a CERTIFIED FINANCIAL PLANNER® CFP® professional and holds multiple advanced designations, including Certified Investment Management Analyst® (CIMA®) from the Wharton School of Business, Certified Plan Fiduciary Advisor (CPFA®), and Chartered Retirement Plans Specialist™ (CRPS™). His experience spans retirement plan design, implementation, and compliance, as well as professional best practices. He maintains Series 7, 31, 9,10, and 66 FINRA registrations, along with a Life and Health Insurance license. Academically, Erik earned a Bachelor of Science in Finance from Southern Connecticut State University and holds both a Master of Science in Management (MSM) and a Master of Business Administration (MBA) from Albertus Magnus College. Erik\'s mission is to empower clients through education, transparency, and personalized strategies that align with their unique goals. He focuses on retirement planning and investment management, and is passionate about delivering potential solutions that create long-term financial security. Erik has been recognized by Forbes and SHOOK Research on the Best-In-State Wealth Advisors list in 2023, 2024 & 2025 (published annually, in April, Rankings based on data as of June 30 of prior year) and on the Best-In-State Wealth Management Teams list in 2024 & 2025 (published annually in January. Rankings based on data as of March 31 of prior year.) Beyond his professional achievements, Erik is deeply committed to his community. He serves on the boards of the Boys & Girls Clubs of Greater New Haven, the Greater New Haven Chamber of Commerce, and the Shubert Theatre. He is also an active member of the North Haven Rotary Club, Wallingford Country Club, and Walter Camp Football Foundation. Erik\'s passion for volunteerism and philanthropy reflects his dedication to making a positive impact in the Greater New Haven area. Connect with Erik to learn how his experience and client-first approach can help you achieve your financial goals.
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