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Rick Bottini, CRPC®, AAMS®, CSRIC™

Rick Bottini, CRPC®, AAMS®, CSRIC™

Senior Vice President, Wealth Management Advisor, Portfolio Manager

New York City Metropolitan Area

I am a founding partner of BHG & Associates, a Wealth Management Advisory team based in New York City. We advise our clients on a wide range of topics, from Investment Management to Trust, Estate & Legacy Planning, as well as Liability and Philanthropic Structuring Strategies. We work with our clientele to proactively identify, develop and implement strategies for these areas of their lives so they can spend more time doing what they care about most.



*CSRIC™ and Chartered SRI Counselor™ are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries.
*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning CounselorSM, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo
*AAMS® and Accredited Asset Management Specialist℠ are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Asset allocation does not ensure a profit or protect against loss in a declining market.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.


Experience:

  • Wealth Management Advisor, Senior Vice President (Merrill Lynch Wealth Management)

Skills:

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