Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Tenley Hardt is a Financial Advisor and Partner with Stirrat Hardt & Associates with Merrill Lynch Wealth Management in Irvine, CA. She brings over 12 years of experience in planning and consulting. As lead wealth strategist, Tenley monitors client portfolios on a day to day basis while analyzing securities for optimal performance. She works closely with our internal partners and the Chief Investment Office while researching options for Sustainable and Socially Responsible Investing.
As a partner with Megan Stirrat, Stirrat Hardt & Associates work in collaboration with clients' CPAs, Realtors, and Attorneys, they enable their clients to achieve their short and long-term goals within all aspects of the financial spectrum. More specifically, their areas of focus include financial management, liability management, long-term care needs and retirement services.
Tenley is passionate about fundraising and is a volunteer with the Make-A-Wish Foundation, the OC Food Bank, SmileMakers, and her children’s school. She served on the committee for the Veteran Build Projects and as co-chair for Habitat for Humanity’s “Women Build” projects.
Tenley earned her Bachelor of Arts Degree in English at University of California, Los Angeles and studied Interior Design at UCLA Extension. Born and raised in Southern California, Tenley started her career in the film industry, then moved on to create and run a planning and design business while then obtaining her real estate license. Her work has been featured on tv, radio, print, and online and she continues to use her creativity to produce exceptional results in her clients’ portfolios.
Tenley holds the Series 7 and 66 FINRA registrations.
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.
University of California, Los Angeles
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Wealth Management Banking Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
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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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.