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Aams® Michael A. Mouro
Senior Vice President, Wealth Management Advisor, Portfolio Manager
Aams® Michael A. Mouro is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management with a focus on providing holistic financial advice and guidance to clients in need of customized wealth management services.
Michael and his team have developed a business model that emphasizes distinct strategies for complex financial situations, employing institutional investment approaches and risk management techniques while ensuring the highest level of personal service.
His areas of expertise include portfolio construction, risk management, tax-minimization, retirement income strategies, concentrated stock strategies, wealth transfer, legacy management, estate planning, philanthropic planning, education planning, home financing, customized lending, life insurance, and long-term care insurance.
Michael excels in assisting attorneys, executives in employment transitions, business owners experiencing liquidity events, and families seeking tailored wealth management solutions.
Beyond his professional endeavors, Michael is passionate about film, American football, baseball, gastronomy, and oenology. He actively supports the Make-A-Wish Foundation, the National Italian American Foundation (NIAF), and the Order Sons of Italy in America (OSIA).
Michael is a graduate of The Gabelli School of Business at Fordham University and Regis High School in Manhattan. A native of Westchester County, he currently resides in Hudson Yards, Manhattan.
He invites connections from individuals seeking personalized financial advice, insights into wealth management processes, portfolio reviews, retirement income strategies, or professional partnerships with CPAs and attorneys.
Michael's educational background includes a Bachelor's Degree from Fordham University and high school studies at Regis High School. He holds the position of Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management and has previously worked as a Seasonal Client Associate at the same firm.