Luciano Trentoni

Advisor at Fidelity

Updated today
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Firm

Fidelity

Location

Alpharetta, GA

Credentials

Series 66

Industry experience

17 years

About

Luciano Trentoni is a Vice President and Financial Consultant currently serving at Fidelity Investments since 2016. He has over a decade of experience in the financial industry, including previous roles as Vice President Financial Consultant at Charles Schwab from 2012 to 2016, Assistant Vice President Financial Consultant at Bank of America Merrill Lynch from 2011 to 2012, and Wealth Banker at Wells Fargo Advisors from 2007 to 2011.

Throughout his career, Luciano has focused on helping clients develop and execute financial plans aimed at navigating unpredictable markets. He approaches each client situation with professionalism, transparency, and care, emphasizing the importance of a strong financial plan to build confidence and pursue financial goals.

Outside of his professional work, Luciano is involved in family activities and enjoys interests such as skiing, soccer, traveling, and volunteering.

Expertise

Wealth management Passive / index investing Active portfolio management

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Personal and Workplace Advisors

2018 - Present (8 years)

Fidelity Brokerage Services LLC

2016 - Present (10 years)

Charles Schwab bank

2012 - 2016 (4 years)

Charles Schwab & CO., Inc.

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Anne S

CFP®, AAMS®

Marietta, GA

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Inherited wealth Women's Finance Dual Income Family Gen Y/Millennials (Born 1980-1995)

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CFP®

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Student loan debt Christian Faith Based Young Families Gen X (Born 1965-1980)

Bradley H

CFP®

Atlanta, GA

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General retirement planning Dentist Founder/Business Owner Baby Boomers (Born 1946-1964)

Deyka C

Series 66

Canton, GA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner Hispanic/Latino/Latinx
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Mitchell B

Series 66

Atlanta, GA

Merrill

Mitchell Boehm is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings a diverse background to his practice, drawing on experience as a former corporate executive at a Fortune 50 company and as a small business owner in industries ranging from technology to consumer products. Mitchell focuses on providing personalized wealth management strategies that help clients pursue their long-term financial goals. Mitchell holds a Bachelor's degree in Finance and Business from the University of Tulsa. He began his financial advising career with Edward Jones before transitioning his practice to Merrill Lynch Wealth Management. He maintains FINRA Series 7 and Series 6 registrations and holds the Personal Investment Advisor (PIA) designation. His client focus areas include personal retirement planning, small business strategies, and helping widowed or divorced women manage their financial futures. Outside of his professional life, Mitchell is married to a CPA and has three children. He is committed to ongoing learning and community involvement, volunteering with local organizations. His personal interests include baseball, chess, cooking, football, golf, table tennis, tennis, and spending time with his family.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Retirement income strategy Divorce financial planning Founder/Business Owner Executive Women Professionals Widow/Widower Divorced Women

Ryan D

Series 63, Series 65

Alpharetta, GA

Merrill

Ryan Dolar is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER (CFP) professional with over 15 years of experience delivering customized financial planning and advice to individual families and business owners. His approach covers multiple facets of wealth management including goal planning, risk management, investment selection, tax minimization strategies, trust and estate planning concepts, and retirement distribution advice. Ryan holds a Bachelor's degree in Finance from Georgia Southern University. He provides personalized wealth management services tailored to his clients' goals, focusing on areas such as college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. His practice emphasizes a holistic approach and proactive guidance to help preserve and grow wealth while building lasting relationships based on trust and transparency. Ryan resides in the Laurel Springs Golf Community in Suwanee, Georgia with his wife Kimberly and their two children, Hudson and Margo. He enjoys playing golf and tennis, spending time with his family, and is a long-time Atlanta Falcons season ticket holder. He is also a member of Northpoint Community Church.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Tax-loss harvesting Parents
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