Women’s superpower: Investing

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Profile

After over twenty years of experience working with high-net-worth clients and their advisors, I have seen that successful wealth management requires both insightful advice and thoughtful listening, combining both intellectual capital and emotional intelligence. I believe there's a distinct advantage to having a Financial Advisor who knows you and is intimately familiar with your family and your financial goals. Someone who is analytical and empathetic, who offers you creative yet pragmatic advice and plans for your financial life.

As a Financial Advisor at Merrill, I serve as your personal advisor who can help you make well-informed decisions for all aspects of your financial well-being. I strive to grow with my clients as their needs change. My conversations are tailored to my clients' level of experience which allows me to introduce sophisticated strategies when appropriate. I believe that my 'judgement-free zone' helps them feel more comfortable to talk about their unique situations and experiences with money.

With more than two decades in the financial services industry, I seek to uncomplicate the complicated and clearly explain the terminology. I have a depth of knowledge with respect to complex subject matters, with extensive knowledge in portfolio risk management, alternative investments, and concentrated equity hedging.

Who do I serve?
• Self-made, first-generation wealth creators
• Female entrepreneurs and professionals taking charge of their financial well-being
• Individuals and families with concentrated wealth in a single stock
• Clients who need guidance through large financial decisions due to a career transition, marriage, divorce, widowhood, or inheritance
• Investors who seek Environmental, Social & Governance (ESG) and Impact Investing opportunities that are aligned with their personal and family values

It's my intention to be a financial resource to give my clients the confidence to make informed decisions about their money-today, tomorrow, and in the future. 


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

  • EDUCATION

    Fletcher School at Tufts University

    University of California at Berkeley

Professional Staff

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.

Additional Resources

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.

Ross Morand

Alternative Investments Regional Specialist

Bank of America, N.A.

Paul Stauffer

Wealth Strategies Advisor

Bank of America, N.A.

Upcoming Events

See What's Possible - Women, Wealth and Wisdom

Presented by Stephanie Wei, CFA® and Christopher Phillips

March 8th, 2024|3:00 PM - 3:45 PM PST

Please click on the link below to register in advance: 
Women, Wealth and Wisdom.

    For more information: 650.473.7926 or stephanie.wei@ml.com

    A Closer Look at Net Zero: Impact Investing

    Presented by Stephanie Wei, CFA® and Christopher Phillips

    April 5th, 2024|3:00 PM - 3:45 PM PST

    Please click on the link below to register in advance:
    A Closer Look at Net Zero

      For more information: 650.473.7926 or stephanie.wei@ml.com

      Past Events

      A Path Forward

      January 26th, 2024|3:00 PM - 4:00 PM

      A Path Forward: Adjusting your Retirement Plan for the Road Ahead Webinar

      Presented by Stephanie Wei, CFA® and Chris Phillips

      January 26th, 2024|3:00 PM - 3:30 PM PST

      Please click on the below link to register in advance.
      Webinar

        Where do we begin? It starts with you.

        At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

        Understanding Your Life

        Welcome

        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.

        Philosophy

        I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

        Approach

        No two investment approaches are alike because no two investors are alike. Working closely with you the team examines key components of your life plan to help you create a financial strategy with personalized advice and measurable goals. The team helps you track progress to your goals and works with you to adjust your investment style and strategy over time, as needed.

        Capabilities

        Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

        Staying on Track

        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.



        Reviews to help you
        stay on track

        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.



          Changes in your life
          and to your goals

          Your life and goals change. As these changes occur, we can update your approach to reflect them.

          #DigitalMerrill

          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

          You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

          Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

            Let’s Have a Conversation

            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.

            Why Merrill?

            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.


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            We put you first, every day.
            Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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            Transcript of Video 

            No question too big or moment too small
            For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


            The Power of the Right Advisor®
            Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

            Personalized advice from a dedicated financial advisor.

            We get to know you and your family, your financial situation and what matters most to you.

            A comprehensive approach, built around your life’s priorities.

            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.

            Adjusting your investment approach as your life and the markets change.

            We will work to help you stay on track, regardless of what the markets are doing.