PROFESSIONAL PROFILE
MARK A NASTRI, CFP®, CRPC®
Financial Advisor
Portfolio Advisor, PIA Program
Mark has been in the financial services industry since 2008 and joined Merrill Lynch in 2010. His focus is on developing strategies and solutions for affluent individuals, and their families to help them pursue their short and long-term financial goals.
Mark’s approach to wealth management is consultative, objective, and committed to excellence. His process includes:
- assisting clients with their cash flow and banking needs,
- examining current liabilities and insurance policies,
- a review of their estate plan and investments,
- and most importantly, he develops a concrete and implementable wealth management strategy.
Through frequent communication and regular reviews Mark helps clients feel more confident about their ability to retire and maintain their lifestyle throughout their retirement years.
As part of the Merrill Lynch Wealth Management team, Mark utilizes the depth and breadth of the Merrill Lynch platform and extensive network of partners and specialists to help his clients navigate through increasingly volatile and complex financial markets.
Mark has his Bachelor of Science Degree in Economics from Trinity College. He is dedicated to continuing his professional education and this is showcased by earning the Chartered Retirement Planning Counselor (CRPC®) professional designation from the College for Financial Planning in 2010; and in 2012 he obtained the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.
Mark is a lifelong Connecticut resident. He is a member of the Rotary Club of Milford and is currently serving as a Board member of the Club. He is also very active in supporting Trinity College through various alumni associations. Mark enjoys fishing, squash, fitness and he is an avid New York sports fan.
Consider sitting down with Mark to review your financial concerns -and explore real solutions. Feel free to contact him with any questions you may have.
BARABARA LAGARTO
Registered Client Associate
Barbara holds an Executive Secretarial Certificate from Gibbs College in Norwalk, CT. She is a Registered Representative holding both her Series 7 and Series 66. She is responsible for handling all aspects of customer service and account maintenance for our clients as well as client reviews, special projects and team development. Her business knowledge is a culmination of administrative and management positions followed by owning and operating three home-based businesses.