Mike Bono

About Mike Bono

Mike began his career in 1988 in the tech sector, where he specialized in supercomputer design, hardware and software consulting and big data analysis and reporting. In 2001 he moved to Sanford C. Bernstein, now Alliance Bernstein, where he served as a Private Wealth Advisor. He then spent more than six years at Barclays Wealth Management as a Private Wealth Advisor before moving with his team to the Merrill Private Wealth Management in 2015.Mike earned his B.S. in Electrical Engineering from Pennsylvania State University. Mike lives in Potomac Falls, Virginia with his wife Robin and their two children. In his free time he enjoys playing the drums, fishing and exploring new technology.

Experience

1. Private Wealth Manager, Senior Vice President

   Merrill Lynch

   Jun 2015 — Present

   Michael Bono is a founder and leader of the Bono & Kline Group at Merrill. He offers a holistic approach that unifies multiple financial disciplines including asset allocation, trust and estate planning services, charitable giving, and access to customized credit through Bank of America, N.A. Mike has particular depth working with entrepreneurs and business owners in various stages of their development. He has significant experience in pre-transaction strategies, focusing on time-sensitive opportunities and tax-sensitive analysis. He also works closely with a client\'s accountants, attorneys and investment bankers to facilitate informed action and cohesive strategy.*Asset allocation does not ensure a profit or protect against loss in a declining market.*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.

Education

• The Pennsylvania State University

  Bachelor's Degree

  1984 — 1988

Skills

• Strategic Partnerships
• Strategic Planning
• Business Development
• Start-Ups
• Strategy
• Due Diligence
• Management
• Business Strategy
• Mergers & Acquisitions
• Investments