Profile
First Name
Michael
Last Name
Ottomanelli
Professions
Financial Advisor / Wealth Management
Industry
Finance
Chapter
B2B GovCon
Member Role
B2B Member
Member Bio
Michael Ottomanelli is a Senior Vice President and Sr. Financial Advisor at Merrill Lynch.
Prior to joining the industry, Michael worked in small, mid and large size companies throughout the tech industry as an executive.
And now he heads up a niche Wealth Management practice at Merrill Lynch which leverages his 15+ years of industry experience to provide Exit and Succession Planning to Government Contracting business owners.
He works very closely with the other top advisors in the industry like CPAs, Trust & Estate attorneys and M&A advisors, to provide holistic solutions to his clients when they are getting ready to consider the sale of their most important and valuable asset, their business. And subsequently leverages the Best in Class resources of Merrill Lynch to perform the Wealth Management with the business owner post transaction.
Michael is asked regularly to speak to business owners at Exit Planning events throughout the year in the Washington DC region.
Prior to joining the industry, Michael worked in small, mid and large size companies throughout the tech industry as an executive.
And now he heads up a niche Wealth Management practice at Merrill Lynch which leverages his 15+ years of industry experience to provide Exit and Succession Planning to Government Contracting business owners.
He works very closely with the other top advisors in the industry like CPAs, Trust & Estate attorneys and M&A advisors, to provide holistic solutions to his clients when they are getting ready to consider the sale of their most important and valuable asset, their business. And subsequently leverages the Best in Class resources of Merrill Lynch to perform the Wealth Management with the business owner post transaction.
Michael is asked regularly to speak to business owners at Exit Planning events throughout the year in the Washington DC region.
Contact Details
LinkedIn
.Company Details
Company Name
Merrill Lynch
Job Title
FA
Street:
8075 Leesburg Pike, Suite 600
City:
Vienna
State:
VA
Zip code:
22182
About Us
Merrill Lynch is the foremost wealth management company with 100+ years of professional experience and knowledge to help you reach your goals.
At Merrill Lynch Wealth Management, we believe that understanding what matters most to you is critical to developing an investing strategy. Through a dedicated relationship between you and your Merrill Lynch Wealth Management Advisor, we are able to design a comprehensive strategy around you.
At Merrill Lynch Wealth Management, we believe that understanding what matters most to you is critical to developing an investing strategy. Through a dedicated relationship between you and your Merrill Lynch Wealth Management Advisor, we are able to design a comprehensive strategy around you.
Services Provided
Advice and guidance
- Goals-based financial and retirement planning
Investments
- Equity and fixed-income strategies, Managed account programs, Self-Directed programs, Alternative Investments, Private Equity
Retirement
- Retirement Planning
Estate planning services
- Charitable giving, Legacy Planning, Trusts, Donor-advised funds, Private family foundations
Solutions for business
- 401k plans, Liquidity and Cash management
Business Owners
- Tax minimization strategies
- Exit & Succession Planning
- Goals-based financial and retirement planning
Investments
- Equity and fixed-income strategies, Managed account programs, Self-Directed programs, Alternative Investments, Private Equity
Retirement
- Retirement Planning
Estate planning services
- Charitable giving, Legacy Planning, Trusts, Donor-advised funds, Private family foundations
Solutions for business
- 401k plans, Liquidity and Cash management
Business Owners
- Tax minimization strategies
- Exit & Succession Planning
Ideal Customers
(By Life Cycle Stage)
Emerging Government Contractors
Financial advisory / Infrastructure / 401ks - with business owner
SMID Government Contractors
Financial advisory / Cash Management / 401ks - with business owner and/or CFO
Exiting Government Contractors
Exit and Succession planning - with the business owner (pre transaction)
Wealth Management - with the business owner (post transaction)
Emerging Government Contractors
Financial advisory / Infrastructure / 401ks - with business owner
SMID Government Contractors
Financial advisory / Cash Management / 401ks - with business owner and/or CFO
Exiting Government Contractors
Exit and Succession planning - with the business owner (pre transaction)
Wealth Management - with the business owner (post transaction)
Employee Count of Clients
50-250
Revenue Size of Clients
$15-$50M