George Fuzayl

Role
Financial Advisor at Merrill Lynch
Location
Towson, MD, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About George Fuzayl

As a Financial Advisor and Senior Portfolio Advisor with Merrill LynchWealth Management since 2015, I can offer you a wide array of company resourcesincluding: Portfolio Management, Wealth Preservation and Transfer,Tax-Minimization Strategies, Executive Compensation, LendingCapabilities, Small Business Solutions, and more. Ultimately, I workwith you to develop strategies that help you achieve your mostimportant goals - whether you wish to save for your retirement, achild\'s education, the purchase of a home, or to build a legacy.My focus is to work with individuals who are looking to take theirfinancial wellbeing to the next level. Depending on your employer,many clients face conflict of interest issues when it comes toinvestment selection. For those facing these restrictions, Iprioritize the creation of customized portfolios built to include ablend of exchange-traded funds (ETFs) and mutual funds fromindependent managers that are designed to satisfy these requirements.If you don\'t face restricted investing guidelines, I use separatelymanaged accounts (SMAs) across various asset classes to help youachieve tax and cost efficiencies.As a Merrill advisor I have access to tools, like Personalized WealthAnalysis (PWA), to address clients\' questions and concerns. When can Iretire? Will I outlive my savings? Will I be able to cover my needs?And the list goes on. Allowing you to fulfill objectives for yourselfand your loved ones, within your own timelines. Thus, reassuring youabout the financial security of your household and future life goals.Please don\'t hesitate to get in touch with me to maximize your financial future!Direct: 41••••••42 Email: g••••••••@ml.com*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Experience

  1. Financial Advisor

    Merrill Lynch

    Nov 2015 — Present

Education

  • Muhlenberg College

    Bachelor's Degree

    2010 — 2014

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George Fuzayl — Financial Advisor at Merrill Lynch in Towson, MD, US | Unifers