Michael Mcgill
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 McGill is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 23 years of industry experience to his role. Since joining Merrill in 2010, he has focused on helping clients pursue their financial goals through personalized wealth management strategies. Michael works with clients on a variety of areas including college education planning, divorce transition planning, liquidity management, retirement income, philanthropic planning, socially responsible and ESG investing, and small business strategies.
He holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Natick High School. Michael is also affiliated with the American Legion Post 1376 in New Hartford, NY. In addition to his professional commitments, he participates in charitable golf events. Outside of work, Michael enjoys numerous outdoor activities such as adventure sports, baseball, billiards, boating, fishing, golfing, ice hockey, reading, skiing, and traveling.
Expertise
Wealth management
Retirement income strategy
College savings (529s, UTMA, etc.)
Divorce financial planning
ESG / Sustainable investing
Work history
Bank Of America, Na
2010 - Present (16 years)
MERRILL LYNCH
2010 - Present (16 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.
Lu Ann L
Series 63, Series 66
Utica, NY
Merrill
Lu Ann Losito is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2000 and specializes in personal retirement planning, portfolio management services, and retirement income. Lu Ann works with clients to develop wealth management strategies tailored to their individual needs, focusing on understanding their life priorities and goals. Lu Ann holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her High School Diploma from Herkimer High School. Prior to her financial services career, Lu Ann worked in radio for 16 years. In addition to her professional work, Lu Ann enjoys cooking, golfing, and music. She and her team are actively involved in their communities and support charitable organizations such as United Way.
Allen B
Series 66
Yorkville, NY
Edward Jones
Clinton K
Series 66
Waterville, NY
Kane Financial
Trinity C
Series 66
Durham, NC
Investors Mosaic
Wayne B
Series 63, Series 65
Utica, NY
One Hopper Asset Management
Joseph S
Series 63, Series 65
Utica, NY
One Hopper Asset Management
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