Liam Ambrosio
Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Saratoga Springs, NY, US
- LinkedIn followers
- 500 followers
About Liam Ambrosio
As a financial advisor up in Latham NY, I strive to understand what is best for my…
Experience
Financial Advisor
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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