Walter Casagrande

Advisor at Merrill

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Credentials

Series 63, Series 65

Merrill logo

Firm

Merrill

Location

South Kingstown, RI 10036

About

Walter Casagrande is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in New York City, where he has been practicing since 2005. He specializes in family wealth management strategies, liquidity management, and portfolio management services. Walter emphasizes a comprehensive approach to wealth management that starts with understanding each client's individual goals and needs to develop a personalized financial strategy.

Walter holds a Bachelor's Degree from Drexel University and is recognized as a Personal Investment Advisor (PIA). He leverages the investment insights of Merrill Lynch Wealth Management along with the banking and lending solutions of Bank of America to provide clients with integrated financial services. In addition to his professional responsibilities, Walter participates in community activities through volunteering, including work with SOS Animal Rescue.

Outside of his professional life, Walter enjoys biking, football, golfing, ice hockey, skiing, traveling, watching movies, and spending time with his family.

Expertise

Wealth management

Occupation focus

Financial Professional

Work history

Bank of America, N.A.

2018 - Present (8 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2018 - Present (8 years)

Northwestern Mutual Wealth Management Company

2016 - 2018 (2 years)

Northwestern Mutual investment Services, LLC

2011 - 2016 (5 years)

Northwestern Mutual investment Services, LLC

2005 - 2018 (13 years)

Northwestern mutual life insurance company

2005 - 2018 (13 years)

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