Organization: Merrill Lynch Financial Advisor Marco Hickey
Industry: Social Services

Merrill Lynch Financial Advisor Marco Hickey offers financial planning and wealth management services tailored to individuals and families in need of support for long-term financial wellness, retirement, and legacy planning. While Merrill Lynch is traditionally known for its financial services, Marco Hickey’s practice includes involvement with clients facing life transitions due to aging, disability, or caregiving responsibilities—making his services particularly relevant to the social services sector. His team provides compassionate, client-centered guidance, aiming to help individuals make sound financial decisions during critical phases of life such as elder care planning or managing special needs trusts. By integrating financial planning with emotional and personal considerations, Hickey supports vulnerable populations in securing their future.

Notably, Marco emphasizes intergenerational wealth strategies that align with family dynamics and long-term care goals. He collaborates with social workers, elder law attorneys, and healthcare professionals to create tailored plans that reflect both financial and human needs. His commitment to financial education and community outreach makes his practice a valuable asset for families seeking stability and informed decision-making. Whether navigating Social Security benefits, long-term care options, or conserving assets for loved ones, Marco Hickey brings both expertise and empathy to the financial aspects of social service planning.

Key Services:

– Financial planning for families and individuals experiencing life transitions
– Retirement and long-term care planning with a human services focus
– Support with special needs trusts and elder care financial strategies
– Intergenerational wealth transfer planning
– Community outreach and financial literacy initiatives
– Collaboration with social service professionals for holistic planning