Secure Your Financial Future

Whether you’re planning for a secure retirement, saving for your children’s education, or seeking smart investment opportunities, you can trust me to provide expert advice and tailored solutions designed to meet your unique needs.

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17

Years Of Experience
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4

Firms
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6

Exams Passed

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36

State Licenses

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Work Experience

About

Hi, I'm Meryl Antonia Charnow

I am dedicated to building a relationship based on trust, transparency, and mutual respect. My approach is client-centric, meaning that your goals and needs always come first. I take the time to understand your unique situation and tailor my advice to help you make informed decisions and achieve long-term financial success.

Whether you’re planning for retirement, investing for the future, or managing risk, I am here to guide you every step of the way. Let’s work together to create a financial plan that not only meets your needs but also gives you the confidence to live the life you envision.

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2011 - Present

MERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)

2008-2011

SIGNATOR INVESTORS, INC. (CRD# 468)

2004-2004

BRIARCLIFF CAPITAL CORP. (CRD# 14178)

2001-2002

SCHONFELD SECURITIES, LLC (CRD# 23304)

Services

Here's WhatI Offer

Financial Planning

Investment Management

Business Planning

Retirement Planning

Real Estate Planning

Why Work With me

Personalized Financial Strategies

Every client is unique, and so are their financial goals. I believe in creating tailored financial plans that align with your specific needs and aspirations. Whether you’re saving for retirement, planning your child’s education, or looking to invest wisely, I will develop a customized strategy that fits your life.

 

Holistic Financial Planning

Financial success is about more than just investing. It encompasses every aspect of your financial life, from budgeting and saving to insurance and estate planning. My approach is holistic, ensuring that all elements of your financial picture work together harmoniously to achieve your goals. This comprehensive perspective helps you navigate life’s financial complexities with confidence.

Proven Track Record
With over 17 years of experience in the financial industry and numerous satisfied clients, I have a proven track record of helping people achieve their financial goals. My clients’ testimonials and success stories speak to the quality of my advice and the positive impact of my guidance. I am committed to maintaining the highest standards of service and delivering consistent, reliable results.

Testimonials

What My Clients Say

Meryl Antonia Charnow has been instrumental in helping me plan for retirement. Her detailed approach and careful analysis of my financial situation allowed us to develop a strategy that perfectly fits my needs. Meryl takes the time to explain every step of the process and ensures that I understand the rationale behind each decision. This has given me tremendous peace of mind knowing that I am on track to achieve my retirement goals. Her professionalism and dedication are truly outstanding.

John D

Working with Meryl has been a transformative experience. Before meeting her, I felt overwhelmed by the complexities of financial planning and investment management. Meryl's clear and concise explanations made everything much easier to understand. She is incredibly patient and always takes the time to answer my questions thoroughly. Her personalized approach has significantly improved my investment portfolio, and I feel much more confident about my financial future.

Sarah R

I was referred to Meryl by a colleague, and I couldn’t be happier with the recommendation. Meryl has a unique ability to break down complex financial concepts into simple, understandable terms. She is always available to discuss any concerns I have and provides well-thought-out advice. Thanks to her, I have a solid financial plan that covers all aspects of my life, from savings and investments to insurance and estate planning. Her dedication to her clients is evident in everything she does.

Mark J

Meryl Antonia Charnow's expertise has been a lifesaver for me. As someone who previously struggled with managing my finances, Meryl provided the guidance and support I needed to take control of my financial situation. She created a comprehensive plan that addressed all my financial goals, from short-term savings to long-term investments. Her transparency and honesty are refreshing, and I always feel that she has my best interests at heart. I highly recommend her services to anyone seeking financial advice.

Emily T

I have been working with Meryl for several years now, and I am continually impressed by her knowledge and professionalism. Meryl has helped me develop a strategic financial plan that aligns with my long-term goals. She provides regular updates on my investments and always takes the time to review my portfolio with me. Her proactive approach ensures that I am always prepared for any changes in the market. Meryl's commitment to her clients' success is unparalleled.

David P

Meryl Antonia Charnow has been a trusted advisor for my family and me. Her deep knowledge of financial products and markets has helped us make informed decisions that align with our financial goals. Meryl’s personalized approach ensures that each recommendation is tailored to our specific needs. She is always available to discuss any concerns and provides thoughtful, well-researched advice. We are incredibly grateful for her guidance and support.

Michael B

I cannot thank Meryl enough for the positive impact she has had on my financial well-being. Her commitment to her clients is evident in the personalized service she provides. Meryl takes the time to understand my financial goals and develops strategies that are tailored to my needs. Her ongoing support and regular check-ins make me feel confident that I am on the right track. Meryl’s professionalism and expertise are truly exceptional.

Jessica H

Ready to Get Started?Send A Message To The Email Below

workwithmerylacharnow@gmail.com

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

1 TOWN CENTER RD
BOCA RATON, FL 33486

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