Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Winifred Wikkeling began her career in finance as an analyst in Private Wealth Management at Goldman Sachs working with entrepreneurs at the cross roads of venture capital and technology. Winifred worked closely with startup companies in developing and implementing strategies for increasing the value of their business, initial public offerings and succession, transition and exit plans.
Building on this foundation, Winifred later joined the business development team at a software startup and transitioned through its acquisition by a Fortune 500 company. Inspired to become an entrepreneur, Winifred launched a New York based luxury cosmetics company while also serving as an advisor to founders in the cosmetics and fashion industries. Her role as a business advisor and her increased desire to be of service led her to return to her first passion leading her to her current role of Financial Advisor at Merrill Lynch Wealth Management.
As a founder Winifred now advisor understands the deep commitment and sacrifice of business owners and the importance of having a well thought out plan following a liquidity event. Leveraging the investment resources of Merrill and access to the business banking capabilities of Bank of America, Winifred guides her clients through the complexities of their unique financial constructs with customized wealth management strategies. Her focus is on developing tailored plans for her clients and their families and businesses to facilitate the achievement of short - and long-term financial goals. Passionate about delivering excellent service and advice, Winifred is able to guide her clients through investment strategies, wealth management, estate transfer as well as philanthropy and legacy planning.
Winifred earned her bachelor’s degrees in Mathematics and Rhetoric from the University of California at Berkeley. She still loves spending time in her dual home countries of the Netherlands and Suriname and after many years of living in New York Winifred is glad to have returned to California where she enjoys the outdoors, particularly hiking as well as mentoring small business owners in economic development zones.
University of California at Berkeley
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Structured Credit Executive
Bank of America, N.A.
Wealth Management Banking Specialist
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 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.
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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.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.