John Deleo

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Southbury, CT 06488

Credentials

Series 63, Series 66

Industry experience

17 years

About

John Deleo is a Resident Director and Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals, families, and businesses with retirement planning, asset management, and administration of retirement plans for organizations. His client focus areas include divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, defined benefit plans, liquidity management, portfolio management, investment strategy, tax minimization, and retirement income.

John holds a Bachelor's Degree in Finance from Central Connecticut State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes developing personalized financial strategies tailored to clients' long-term goals.

He is a member of the Ansonia Volunteer Fire Department and engages in community service. Outside of work, John enjoys camping, cooking, fishing, hiking, spending time with his family, traveling, and watching movies.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting

Work history

Bank Of America, N.A.

2022 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2022 - Present (4 years)

Ion Bank

2019 - 2022 (3 years)

Infinex investments, Inc.

2013 - 2022 (9 years)

Naugatuck Savings Bank

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Achyuta N

CFP®, ChFC®, PFS™, Series 66

Monroe, CT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families

Nicholas D

Series 66

Southbury, CT

Merrill

Nicholas Drew is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized wealth management guidance to help clients build, preserve, and transition their assets. He focuses on understanding each client's financial goals, risk tolerance, and priorities to deliver disciplined strategies based on long-term planning and sound investment principles. Nicholas leverages Merrill Lynch's research, resources, and technology to design customized portfolios, support retirement and tax-efficient planning, and assist clients in navigating complex financial decisions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Nicholas earned a Bachelor's Degree from Keene State College. His client focus areas include college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Nicholas is involved with St. Jude's and enjoys a variety of personal interests such as basketball, football, gardening, golfing, hiking, skiing, soccer, spending time with family, and woodworking.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General tax planning

Richard F

Series 63, Series 66

Southbury, CT

Merrill

Richard Fabian is a Financial Advisor at Merrill Lynch Wealth Management. With nearly 20 years of experience, he provides financial planning services aimed at helping clients achieve their financial goals and desired outcomes. Richard utilizes his industry knowledge alongside Merrill's research and resources to develop customized strategies tailored to the unique needs and aspirations of each individual and household. His client focus includes college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Richard holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Flags High School, attended Brooklyn College, and holds a bachelor's degree from Lehman College. He is fluent in English and Spanish. Outside of his professional work, Richard enjoys adventure sports, baseball, basketball, biking, dancing, music, traveling, watching movies, and spending time with his family.

Wealth management Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) ESG / Sustainable investing Parents

David M

ChFC®, Series 63, Series 66

Southbury, CT

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Intergenerational Families

Christopher C

Series 63, Series 65

Southbury, CT

Merrill

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.

Wealth management General retirement planning Retirement income strategy General estate planning guidance Charitable giving & philanthropy

John E

Series 63, Series 66

Watertown, CT

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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