Williamsville, New York, United States
• I am a founding partner in the Kane Fasanello Group and have more than 25 years of experience at Merrill Lynch Wealth Management. My group works with individuals, affluent families, businesses, and not-for-profit organizations in Buffalo and throughout the United States. For our individual clients and families, we provide customized portfolio management, personalized financial advice, and sophisticated wealth transfer advice. For our corporate clients, we provide retirement plans and planning, cash management, and lines of credit through Bank of America. • I am passionate about my work. My greatest sense of professional satisfaction occurs when clients rely on me during challenging market conditions and when clients trust me to provide the advice and guidance they need to get them to and through retirement. I believe that integrity, experience, and education are the keys to serving clients well. For the benefit of our clients, I earned the CERTIFIED FINANCIAL PLANNER® certification in 2020. Earlier in my career, I earned the Chartered Retirement Planning Counselor™ designation. And in 2018, I earned the Certified Private Wealth Advisor® designation. Prior to joining Merrill, I earned a Masters in Psychology and a Law Degree. And while I do not provide counselling or legal advice, I believe that both degrees make me a better financial advisor. •The Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S. •Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States. •Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.