As a steward of wealth, Eleni helps identify the values and behaviors that each client feels are important to maintain their prosperity, purpose and meaning. She takes the time to understand her clients' personal values and goals, whether that be planning for retirement, managing an inheritance, planning for a predictable income stream, asset preservation or legacy planning. Her unwavering dedication to responsible wealth management and personalized attention helps clients navigate the complexities of today to secure a prosperous tomorrow.
Eleni works with a broad spectrum of clients including entrepreneurs, corporate executives, and multi-generational families. Many of her clients seek education and personalized guidance on how to optimize their financial decision making. Having a strong work ethic and caring nature, her goals are to exceed her clients' expectations with on-going exceptional service.
She works to align her clients' goals by capitalizing on the firms vast resources in capital markets and managed solutions groups in addition to external asset managers to develop a custom strategy. Not limited to, she helps clients with investment & risk management, tax minimization, credit & lending through Bank of America, income & liquidity management, estate, wealth transfer and philanthropic endeavors.
Eleni currently holds her Series 7, 63, 66, 24, 9 & 10 FINRA registrations.
Originally from Denver, Co, Eleni now resides in Dallas with her husband, and their Catahoula Leopard mix, Bella. In her free time, she enjoys volunteering and contributes her time to various community activities, the outdoors, and taking couples cooking classes.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
