Financial Advisor, Merrill Lynch

William Pastella

Senior Financial Advisor


205 SOUTH SALINA STREET
Suite 300

SYRACUSE, NY 13202

Phone: 315 424 1666
Email:

Directions to Branch

PROFESSIONAL PROFILE

PROFESSIONAL EXPERIENCE AND BACKGROUND



Bill’s investment career began in 1983 and he has been helping clients and their families become financially successful ever since.

He believes that overreacting to the market events often forces investors to sell at the bottom or miss out on the subsequent recovery. By reviewing your long-term, diversified investment plan on a periodic basis, we can alter it as your needs change-or help you stick to it when the market starts to make you jittery.

We will give you the personal touch and service of a boutique financial advisory firm while maintaining access to all of the vast resources of Merrill Lynch and Bank of America, two financial powerhouses.


Bill’s Process

Step One: Determine your goals
Are you providing for a child or grandchild’s education? Or the health care of a parent? Are you planning for a retirement income you cannot outlive or do you desire to leave a meaningful legacy? Let’s talk about what really matters to you

Step Two: The plan
Now that we know where we’re going, how do we get there? We will assemble an appropriate portfolio of financial instruments for you and show you how they work in unison to bring it all together to achieve your goals.

Step three: Ongoing
From this point forward you have a partner to guide you through the wealth management process. We are here, sitting on your side of the table, as your advocate, to help achieve the goals we determined were of critical importance to you.

Bill lives in Liverpool with his wife Joanne. They have three children, Jennifer, Sarah and Billy. Bill is a die hard Yankee fan, loves to fish the bountiful waters of Central New York, and is co president of the Cirque d’ vin wine tasting club. Bill is an former board member of the local chapter of the American Red Cross and past president of the Greater Liverpool Chamber of Commerce.

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William Pastella is registered to do business in:AK, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WI

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