Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
Alison J. Creekbaum, CRPC®, ChFC®, CPFA, is a Senior Vice President and Wealth Management Advisor.
Alison joined Merrill Lynch Wealth Management in January of 2005. Her focus at Merrill is formulating financial strategies for investment management, planning for retirement income needs, and formulating estate transition strategies for high net worth clients. Alison's process includes building relationship with, and working with clients’ existing tax and legal advisors to help ensure strategies are thorough and coordinated across multiple disciplines.
Alison previously served as Operations Controller and technology consultant for Arthur Andersen's advanced technology team in Atlanta, GA and San Jose, CA. She later served as Director of eBusiness at the New Power Company in Purchase, NY. A Dothan native, Alison has served on the boards of Girls, Inc., Southeast Alabama Community Theatre, Boys and Girls Clubs of the Wiregrass, American Cancer Society, Music South, and the Wiregrass Museum of Art. She is former Chairman of the Board of Trustees for the Southeast Alabama Medical Center Foundation, and she is a Board Member Emeritus. Alison is a member of the Dothan-Houston County Rotary Club and the First United Methodist Church.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Troy University
Forbes "America's Top Women Wealth Advisors"
Forbes "Best-in-State Wealth Advisors"
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day. |
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