Carlo Zanoni
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Lewiston, ME 04243
Credentials
Series 63, Series 66
Industry experience
22 years
About
Carlo Zanoni is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and a qualified Portfolio Manager, bringing over 20 years of experience in financial services. Carlo focuses on clients' life priorities through a goals-based wealth management process, leveraging global resources and advanced web technology to help clients pursue their most meaningful financial lifestyles. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income.
Carlo earned his Bachelor of Science degree in Economics from the University of Southern Maine. In addition to providing traditional advice and guidance, he builds and manages personalized investment strategies that may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies, including discretionary management through the firm’s Investment Advisory Program.
Residing in Lewiston, Maine, Carlo and his wife are recent empty nesters with two adult daughters. He is committed to community involvement, volunteering with organizations such as the Appalachian Mountain Club and Preble Street Resource Center, and participates in the Lewiston/Auburn Chamber of Commerce. Outside of work, Carlo enjoys baseball, basketball, camping, football, hiking, music, and spending time with his family.
Expertise
Wealth management
Retirement income strategy
General retirement planning
Retirement withdrawal strategies
Multi-generational wealth transfer
Demographic focus
Approaching retirement
Parents
Intergenerational Families
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Kelsie W
Series 66
Topsham, ME
Edward Jones
April C
Series 66
Brunswick, ME
Edward Jones
Vance J
Series 63, Series 66
Lewiston, ME
Merrill
Vance Johnson is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement income planning and portfolio management services. He has over 24 years of experience as a financial advisor and has been with Merrill Lynch Wealth Management since 2006. Vance holds the Accredited Asset Management Specialist (AAMS) certification and is designated as a Portfolio Manager, enabling him to manage personalized investment strategies on a discretionary basis tailored to individual client goals. Vance focuses on assisting individuals, families, and small businesses with a range of financial planning areas including retirement income, college education planning, tax minimization, and family wealth management. He emphasizes understanding each client's unique financial situation to develop personalized strategies without financial incentives that might bias his recommendations. His approach includes educating clients to make informed decisions and working closely with them to pursue long-term objectives. He earned an Associate's Degree from New Hampshire Technical Institute. Outside of his professional role, Vance enjoys boating, camping, and music. He plays guitar and has performed in a band with friends for the past decade. He also values community involvement and dedicates time to volunteering with local organizations.
Justin C
CFP®, Series 66
Auburn, ME
Edward Jones
Peter L
Series 66
Brunswick, ME
Edward Jones
Rachael S
Series 66
Monmouth, ME
Edward Jones
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