Giovanni Pizoli

About Giovanni Pizoli

Named #7 to the 2025 Forbes \"Best-in-State Next-Gen Wealth Advisors - New Jersey\" List ( Published on August 6, 2026. Rankings based on data as of March 31, 2025) Named to the 2025 Forbes \"Best-in-State Wealth Advisors - New Jersey \" List (Published April 8, 2025. Data as of June 30, 2024) Web: advisor.ml.com/sites/nj/mt-laurel/pwm Giovanni is inspired to deliver the level of care and consistency that clients may have found missing in a previous advisory relationship. Giovanni finds the combination of his experience and youth make him attractive to clients especially in the sense that he\'ll be working long after they retire. As a CERTIFIED FINANCIAL PLANNER® professional, Giovanni, effectively manages clients\' wealth by listening to their questions, offering simple explanations, and building a personalized strategy around their needs. Often he hears,\"When can I retire? Do I have enough saved? What does the retirement process look like and how is it executed? How do my benefits and investments contribute to a successful retirement?\" If a client wants more or less control over decisions, Giovanni is happy to establish parameters that facilitate a more rewarding experience for all and he helps to ensure every strategy is grounded in understanding what each client wants to achieve. Beyond investments, Giovanni utilizes his access to the global resources of Merrill, trust and estate services of Bank of America Private Bank and the banking capabilities of Bank of America to provide a full range of wealth management, trust, estate and banking services. He also coordinates with clients\' CPAs and attorneys to align tax minimization, estate and legacy planning strategies. He is also recognized by the firm for his ability to save clients time and bring order to their financial lives, Giovanni was named a coach for the Merrill Wealth Management training program. In this role, he coaches and mentors new advisors, demonstrating \"best practices\" in cultivating comfortable and open relationships with clients. Giovanni sits on University of Delaware\'s Financial Planning Advisory Board where he mentors students who are pursuing their degree in financial planning and teaches financial literacy courses at his church. He also holds the Chartered Financial Consultant®, Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor® designations.

Experience

1. Wealth Management Advisor, Managing Director

   Merrill Lynch

   Jun 2012 — Present

   Giovanni Pizoli, CFP®, ChFC®, CRPC™, CPFA® Email: G••••••••@ml.com Office: 85••••••27 Web: https://advisor.ml.com/sites/nj/mt-laurel/pw Our mission is simple, to help clients preserve and increase their wealth, and enhance their lives. With combined experience working in the financial services industry with extensive resources both in and outside of Merrill Lynch Wealth Management, our aim is to deliver personalized wealth and liability advisory services. The clients we serve are local aerospace and defense professionals, active and retired professional athletes, pre-retirees, business owners, corporate retirement plans, as well as retired individuals with customized services to each based on their unique needs.*ChFC® and Chartered Financial Consultant®, ChSNC® marks are the property of The American College, which reserves the sole rights to its use, and is used by permission.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.*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.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.

Education

• Shawnee High School

  High School

• University of Delaware

  Bachelor of Science - Finance

  2006 — 2011

• University of Delaware

  Bachelor of Science - Economics

  2006 — 2010

Skills

• Equities
• Series 7
• Microsoft Excel
• Etfs
• Wealth Management
• Portfolio Management
• Customer Service
• Variable Annuities
• Investments
• Asset Managment
• Series 66
• Asset Allocation
• Mutual Funds
• Strategic Financial Planning
• Finance