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Certified Special Needs Advisor, Merrill Lynch Wealth Management

Location

1305 Walt Whitman Road
Melville, NY 11743
United States
631-351-5137
Contact Name: 
Susan G. Waiter
Contact Email: 

Susan is a Financial Advisor, and a Certified Special Needs Advisor with Merrill Lynch's Families of Children With Disabilities Program. She can help families integrate special needs concerns into their broader financial strategy and find appropriate solutions in areas such as insurance, asset management, estate planning and trust administration.