Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
New York, NY 10036
Antoneta Berishaj is the Sales Manager for the Greater Houston Market at Merrill Lynch Wealth Management, where she has worked since 2000. In this role, she oversees sales activities and supports client-facing teams, leveraging her extensive experience in wealth management. Previously, she served as Complex Administrative Manager supervising offices across Texas and Louisiana, bringing a comprehensive perspective to the management of client wealth.
With 24 years in the industry, Antoneta focuses on family wealth management strategies, legacy planning, retirement income, tax minimization, and portfolio management services. She holds multiple FINRA registrations, including Series 7, 66, 9, 10, and 3, and is licensed through the Texas Department of Insurance and the National Mortgage Licensing System (NMLS ID: 1163440). She earned a Bachelor’s degree in Applied Arts and Sciences from Lamar University and holds the Personal Investment Advisor (PIA) designation.
Antoneta resides in Spring, Texas with her wife and three children. She is involved with the Klein Independent School District and has personal interests in boxing, fishing, and music.
Walsh University
2021 - 2022 (1 year)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2018 - Present (8 years)
Gap
2017 - 2019 (2 years)
European University
2015 - 2017 (2 years)
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