Michael Bono
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.
About
Michael Bono is a Private Wealth Advisor with Merrill Private Wealth Management. He leads the Bono & Kline Group, offering a comprehensive approach that integrates asset allocation, trust and estate planning, charitable giving, and customized credit solutions through Bank of America, N.A. He works closely with entrepreneurs and business owners, particularly in pre-transaction strategies that emphasize time-sensitive and tax-sensitive analysis. He collaborates with clients’ accountants, attorneys, and investment bankers to support cohesive financial strategies.
Michael began his career in 1988 in the technology sector, focusing on supercomputer design, hardware and software consulting, and big data analysis. In 2001, he transitioned to Sanford C. Bernstein, now AllianceBernstein, where he served as a Private Wealth Advisor. He subsequently spent over six years with Barclays Wealth Management before joining Merrill Private Wealth Management in 2015 with his team.
He holds a Bachelor of Science degree in Electrical Engineering from The Pennsylvania State University and is a Personal Investment Advisor (PIA). Michael resides in Virginia and Maine with his wife and two children. Outside of work, he enjoys playing the drums, fishing, and exploring new technology.
Expertise
Wealth management
Business ownership considerations
Business exit / sale strategy
General estate planning guidance
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Demographic focus
Established Professionals
Parents
Work history
Bank Of America, N.a.
2015 - Present (11 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2015 - Present (11 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.
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