Christopher Conto
Advisor at Merrill
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.
Advisor at Merrill
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
Southbury, CT 06488
Credentials
Series 63, Series 65
Industry experience
32 years
Christopher Conto is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill in 1993 after moving back to his home state of Connecticut. In his role, he provides personalized financial advice and asset management to high net worth clients, focusing on helping them achieve their financial goals and aspirations.
Christopher’s areas of expertise include college education planning, employee benefits planning, family wealth management strategies, legacy planning, retirement income, philanthropic planning, portfolio management services, tax minimization, and managing new wealth. He employs a goals-based planning approach and offers support with insurance and estate planning services. As a qualified Portfolio Manager, he builds and manages personalized or defined strategies to support his clients’ objectives.
He holds a Bachelor of Science degree in Business Management from Springfield College and the Certified Investment Management Analyst® (CIMA®) designation, sponsored by the Investments & Wealth Institute™ at the Wharton School of Business. Christopher resides in Woodbury, Connecticut, with his wife Amy and their three children. Outside of work, he enjoys spending time with family, traveling, coaching youth sports, staying active, and volunteering at local charitable organizations.
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1993 - Present (33 years)
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