Gary Piotrowski serves as a Retirement Plan Account Manager at Merrill Lynch, where he leverages his extensive expertise in 401(k) and deferred compensation plan management to deliver exceptional service to clients. With a strong foundation in property and casualty insurance, Gary brings a unique perspective...
Gary Piotrowski serves as a Retirement Plan Account Manager at Merrill Lynch, where he leverages his extensive expertise in 401(k) and deferred compensation plan management to deliver exceptional service to clients. With a strong foundation in property and casualty insurance, Gary brings a unique perspective to his role, allowing him to navigate the complexities of retirement planning with a comprehensive understanding of risk management. His current responsibilities include overseeing the legacy Merrill Lynch employees' deferred compensation plans, as well as the retirement plans for Chrysler and Realogy.
Gary is dedicated to building and nurturing client relationships, demonstrating a client-centric approach that prioritizes the unique needs and goals of each individual or organization he serves. His professional demeanor and commitment to excellence have earned him a reputation as a trusted advisor in the financial services industry. By utilizing his skills in wealth management, investments, and account management, Gary effectively guides clients through the intricacies of their retirement options, ensuring they are well-informed and confident in their financial decisions.
Key projects that Gary has spearheaded include the optimization of retirement plan structures and the implementation of tailored investment strategies that align with clients' long-term objectives. His proficiency in mutual funds and equities further enhances his ability to provide sound financial advice. As a proactive relationship manager, Gary continuously seeks opportunities to enhance client engagement and satisfaction, solidifying his role as a vital resource in the ever-evolving landscape of retirement planning.
