Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Claudia develops strategies for portfolio management, concentrated stock, wealth transfer, and philanthropy for corporate executives and high net worth families. She enjoys leveraging the firm’s expertise to implement pragmatic, personalized strategies for clients.
Claudia’s experience spans over 15 years in financial services. Claudia has offered wealth management services since 2003.
Earlier in her career, Claudia worked with financial institutions in New York and London. As a consultant with McKinsey & Company, Claudia managed teams to develop strategies for global financial institutions. As a Trader at Merrill Lynch & Co., Claudia traded CDs and sold other fixed income products. Claudia was also a banker with Chase Manhattan Bank (JPMorgan Chase) where she structured financing arrangements for corporate clients and engaged in international risk management and acquisition projects.
Claudia holds an MBA in Finance from Columbia Business School and a BA in Economics from Duke University. Claudia is fluent in Spanish and has worked on projects in over 10 foreign countries. She lives in San Francisco with her 2 sons.
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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.
Senior Wealth Management Lending Officer
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.