Richard J Miktus is a Vice President and Financial Advisor at Merrill Lynch Wealth Management in Jersey City, NJ, specializing in goals-based wealth management tailored to individual financial objectives. With over 15 years of experience, Richard focuses on tax-efficient investing for high net worth clients, executive compensation, and estate planning.
His clientele at Merrill Lynch includes executives at Fortune 500 companies, consultants, attorneys, doctors, and small business owners. Richard holds a B.S. in Applied Mathematics and a M.S. in Financial Management from Stevens Institute of Technology, and is committed to building strong client relationships to best understand their financial goals, whether related to retirement, property investment, saving for college, or legacy planning.
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