Mark Nastri serves as a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he leads The Serio Group in providing tailored financial solutions to a select clientele. With over 50 years of collective experience within the team, Mark and his...
Mark Nastri serves as a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he leads The Serio Group in providing tailored financial solutions to a select clientele. With over 50 years of collective experience within the team, Mark and his colleagues specialize in navigating the complexities of wealth management for affluent individuals, business owners, and executives. Their approach is deeply rooted in building long-lasting relationships, which Mark values immensely. He believes that understanding each client's unique financial landscape is crucial to delivering personalized strategies that align with their goals.
As a CERTIFIED FINANCIAL PLANNER™ professional, Mark emphasizes the importance of a comprehensive financial plan as the foundation for successful wealth management. He works closely with clients to assess their financial situations, identify opportunities, and mitigate risks in an ever-evolving market. Key projects under his leadership include developing customized investment strategies, retirement planning, and estate planning, all designed to enhance the financial well-being of clients and their families.
Mark's expertise extends to various aspects of wealth management, including asset allocation, tax optimization, and philanthropic planning. His commitment to continuous education and staying abreast of industry trends enables him to provide insightful guidance that empowers clients to make informed decisions. By leveraging the extensive resources of Merrill Lynch, Mark ensures that his clients receive the highest level of service and support, ultimately helping them achieve their financial aspirations with confidence.
