Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Emily Bemberg, CRPC®, Vice President, Wealth Management Advisor is a CERTIFIED FINANCIAL PLANNERTM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and assists clients of all ages and generations. Emily was named to Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" list in 2018.* She has also been named to Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list in 2018.”**
She focuses on guiding clients through the wealth management process in order to define and prioritize goals, determine appropriate asset allocation and select, implement and monitor portfolios to help achieve those goals. She focuses on equity investment recommendations, retirement saving and income strategies, options strategies, and conducting financial analyses for clients.
Emily, a Business graduate of Loyola University New Orleans, joined Merrill Lynch in 2009. Previously, she had a real estate career in New Orleans and served as a marketing associate at the Arkansas Arts Center. By joining Merrill Lynch, Emily seized the opportunity to work with her father, Gene May, who worked with Merrill Lynch for 40 years before retiring in 2017. Outside of work, Emily enjoys traveling and spending time with her husband Robert, their 2 year old son, Emmett and, 1 year old daughter, Evan.
*Asset allocation does not ensure profit or protect against loss in declining markets.
*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
*Source: Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" list, July 2018. For more information about the selection criteria, go to http://details-he.re/F7Z3tV . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome.
**Source: Working Mother/SHOOK Research’s "Top Wealth Advisor Moms" list, September 2018. For more information about the selection criteria, go to http://details-he.re/CnlKDY . SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome.
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.
Loyola University New Orleans
Mount Saint Mary Academy
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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, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.