Agnieszka Supel – Financial Advisor – Merrill Lynch

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Agnieszka Supel

Assistant Vice President, Financial Advisor at Merrill Lynch Wealth Management.

Over 30 years of experience in the financial industry.

I assist clients with a broad range of services, including:
College planning
Retirement planning
Wealth management and portfolio diversification
Estate planning issues
Corporate business solutions

As a member of The Williams Tomlin Group, I have been named to the Forbes “Best-in-State Wealth Management Teams” list in 2023, 2024, and 2025.

Born and raised in Poland, I earned a Master’s degree in English Literature and American Studies from Warsaw University. I hold Series 7, 65, and 63 FINRA registrations, as well as the Chartered Retirement Planning Counselor™ (CRPC®) and Certified Divorce Financial Analyst® (CDFA®) designations.

My mission is simple: to provide clarity, confidence, and personalized strategies that help clients achieve their financial goals and navigate life’s milestones.

AgnieszkaSupel
(516) 877-8394
[email protected]
https://advisor.ml.com/sites/ny/garden-cityny/the_williams_tomlin_group

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