Liam Ambrosio

Financial Advisor

Role
Financial Advisor at Merrill Lynch
Location
Saratoga Springs, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Liam Ambrosio

As a financial advisor up in Latham NY, I strive to understand what is best for my…

Experience

  1. Financial Advisor

    Merrill Lynch

    Dec 2022 — Present

    As a Financial Advisor I want you to feel safe and secure while we put together a plan for your finances. Currently me and my team focus on 144 exchanges, Mitigating Concentrated positions in a tax-efficient manner, Planning, Risk Diversification, Customizable Portfolios, and Best Interest.*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.

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Liam Ambrosio — Financial Advisor at Merrill Lynch in Saratoga Springs, NY, US | Unifers