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Lori Stasukelis

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Profile

Lori Stasukelis is a Vice President and Senior Financial Advisor with Merrill in San Francisco. Lori works closely with clients who are serious about their financial lives and are eager to take positive steps toward a more thoughtful and secure financial future. She advises individuals and multiple generations of families, helping them discern the ways their wealth can support their distinctive interests, needs, and aspirations. Forthright, Lori values honesty and transparency as fundamental aspects of her practice. She believes in treating clients with the respect, candor, and care she would want for herself and her own family members and has maintained that exacting standard over many decades.

Lori works with clients who are at varied points in their personal and professional lives. Some look to her for assistance with pre-retirement planning. Others engage her when they have already attained that milestone. And still others look for Lori’s support while they are actively building their wealth. Whatever a client’s path, Lori demonstrates a willingness to delve into practical solutions for client needs. Her analysis is thorough, tailored, and rigorous. She looks to connect clients with the ideas that can enhance their long-term trajectories—whether they are purchasing a home, diversifying their portfolio, securing their cash flow in retirement, or any other financial need.

Lori joined Merrill in 1980. Originally from Massachusetts, she earned her B.A. in Economics and Accounting from the College of the Holy Cross. In addition to her long tenure with Merrill, Lori’s working life includes another noteworthy achievement: she was the first woman to hawk beer for the New England Patriots at Foxboro Stadium.

Lori is active with the San Francisco Food Bank. She also serves on the leadership committee of the San Francisco Chapter of the Merrill Women’s Exchange, which organizes educational and enrichment events for women, inside and outside the firm.

Lori and her husband Bill have lived in San Francisco since 1984 and have two grown sons. Lori finds joy in a number of activities, including hiking, walking, ecstatic dance, vegetable gardening, Scrabble, roller coasters, boogie boarding, and traveling—particularly to East Africa on safari. Intrepid and determined, she holds the distinction of being named the “Most Improved Basketball Player” twice – almost two decades apart. A thinker and an adventurer, she likes to peek around the corner to see what’s next and gaze in awe at infinity on a clear, starry night.

  • LANGUAGES

    English

  • EDUCATION

    College of the Holy Cross

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

Different by Design

Financial decisions are people decisions. It’s helpful to have a real person to speak with, ask questions, trade ideas, and anticipate what’s ahead.

For many clients, Lori Stasukelis plays that treasured and trusted role. She looks to create a different kind of client experience, grounded in honesty, transparency, and empathy. A simple precept guides her work: she treats others as she would like to be treated.

Here are a few ways that Lori differentiates her approach for the individuals and families she serves:

  • She takes clients’ financial well-being seriously and implores clients to do the same. Finances are important to clients’ long-term security and personal peace. Those are goals worthy of hard work and thoughtfulness.
  • She cares enough to customize. Lori has never been content with “business as usual.” A creative thinker, she likes to devise concrete strategies to difficult issues.
  • She is forthright. Honesty and integrity are her bedrock values, personally and professionally. To speak with her is to know the candor and clarity that she brings to her relationships.
  • She believes in doing work worthily and well. Lori holds herself to a high standard and leads her team in a deeply ingrained service ethic. Clients, she maintains, deserve much better than an anonymous 1-800 phone system that is detached from personal contact.
  • She is curious—about the world, about the markets, about the clients she serves. That interest manifests in an approach that incorporates the unique circumstances of each client or family. Lori delves deeply so she can serve more effectively.
To speak with Lori, please see the red “CONTACT ME” button or the white “REQUEST APPOINTMENT” button at the top of this website. She welcomes the opportunity to discuss your needs relative to her team’s capabilities.

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. Worried about managing 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? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Approach

I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Your Financial Approach

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.

HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3

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.

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.


      Merrill_Capabilities_Brochure.png  

      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.

      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.

      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.