Ayman Ezzat, CFP®, CFA®, CIMA® joins Main Street Financial Solutions with over 10 years of extensive experience in wealth management and financial service. He has worked with clients to achieve retirement goals through customizable portfolios and providing advice in the many areas of financial planning such as trusts & estate planning, college funding, healthcare management and lifestyle preservation. In addition to individuals and families, he has created and manages profit sharing plans for many business owners.
Ayman spent his past 7 years as Senior Financial Advisor at Merrill Lynch, NY where he was exposed to a variety of clients with different financial needs. His view of the best financial strategy is one that helps pursue his client’s goals. A cornerstone of his approach is to ensure that his clients are educated on their options and understand what is needed to accomplish their goals. As a fiduciary, he spends the time to know his clients and understand their priorities by focusing and listening to their needs and maintaining an open dialogue. Ayman believes everyone deserves financial security and independence and that is achieved with personalized strategies with measurable results.
Ayman graduated with Cum Laude honors from the University at Buffalo with a Bachelor of Science degree in Finance and Marketing. He then pursued a career in accounting before joining the financial services sector. Ayman lives an active outdoors lifestyle where he enjoys a range of hobbies from golf, snowboarding, hiking, surfing, to scuba diving. He lives in Staten Island, NY with his wife and two golden retrievers, Peanut and Butter.