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Alicia Piz

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Profile

     For 11 years, I devoted my sports/fitness career to developing long term relationships that best served my clients' personalized needs through detailed planning, tracking their progress, and consistent communication. As an athlete, I received an NCAA-D1 full soccer scholarship and I have won 2 national soccer championships despite enduring 6 knee surgeries. As an entrepreneur, I owned the largest sports performance training facility in San Diego and it was the first (and only) soccer-specific gym in the city. As a personal trainer, I worked with everyone from corporate executives to an Olympic gold medalist.

      Now, as a Financial Advisor, I continue to help my clients through personal relationships, reviewing progress toward goals, strategic planning, and proactive communication. With the depth of resources and expertise at Merrill, I am effectively able to be a financial catalyst for any of your career, retirement, family, inheritance, home, health, charity, and leisure goals.

      I would love to learn more about what it means to you to have healthy wealth. Please feel free to request an appointment directly through this page.


Community

It is an integral part of the Merrill culture to be a positive influence in our communities. I am passionate about volunteering my time to support the following industries. If you have information about opportunities for me to participate with local organizations and events, please reach out.
  • Sports and Recreation
  • Health and Fitness
  • Agriculture and Environment
  • Animals and Wildlife
  • Small Business Owners and Entrepreneurs
As a Financial Advisor in Colorado Springs, I am conveniently available to nearby cities and also throughout the state. Additionally, I am registered as a Financial Advisor in California and a Financial Advisor in Texas as well. With the advantages of communication technology, there is no limit to who I can help and where. I can be easily accessible to you through video calls and webinars for everything from 1 on 1 consultations to group presentations. Contact me to get the conversation started about securing your future.

  • LANGUAGES

    English

  • EDUCATION

    San Diego State University

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.

Craig D Considine

Craig D Considine

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #18144

Daniel Mandel

Daniel Mandel

Trust Specialist

Bank of America, N.A.

Anjelica Brinkofski

Anjelica Brinkofski

Internal Investment Advisory Specialist

Upcoming Events

Healthcare Planning/Caregiver Panel

Virtual Seminar, Requires Phone + Computer + Internet Access

September 17th, 2020|8:00 AM - 9:00 AM MDT

Register Today!
Email Alicia to Request Registration

Topics:

  • details to come
Guest Speakers:
  • Cynthia Hutchins
    • Director of Financial Gerontology
  • Ben Storey
    • Senior Retirement Product Manager on the Retirement Thought Leadership Team at Bank of America
  • Brooks Kenny
    • Managing Director at High Lantern Group and oversees projects related to caregiving, aging and healthcare

    For more information: 719.630.6024 or Alicia.Piz@ml.com

    Past Events

    Enhancing Immune Function

    Virtual Seminar, Requires Phone + Computer + Internet Access

    July 22nd, 2020|8:30 AM - 9:30 AM MDT

    Register Today!
    Email Alicia to Request Registration

    Topics:

    • What you can do to prevent illness
    • Improving your immunity function
    Guest Speaker:
    • Dr. Karen Koffler, MD
      • Osher Center for Integrative Medicine at University of Miami School of Medicine

      Social Security Benefits

      Virtual Seminar, Requires Phone + Computer + Internet Access

      July 29th, 2020|9:30 AM - 10:30 AM MDT

      Register Today!
      Email Alicia to Request Registration

      Topics:

      • When to start Your Retirement Benefits
      • Potential entitlement for benefits as a widow/widower, divorced widow/widower, spouse/divorced spouse
      • Voluntary suspension of benefits is available, but make an informed decision!
      • Social Security “do over” and/or “mini do overs”
      • Medicare
      Guest Speaker:
      • Elaine Simmons
        • More than 30 years experience working at the Social Security Administration

        Digital Capabilities for Our Clients

        Virtual Seminar, Requires Phone + Computer + Internet Access

        August 4th, 2020|12:30 PM - 1:30 PM MDT

        Register Today!
        Email Alicia to Request Registration

        Topics:

        • Access Merrill investment and Bank of America client accounts
        • Ensuring that client financial information remains secure
        • How to manage financial transactions from home
        • Communicating securely with your financial advisor
        Guest Speaker:
        • Robin Stoner
          • Digital Channel Executive

          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 goal is to help clients pursue their personal goals, such as planning for and funding their children’s educations, helping to ensure that their money lasts in retirement, planning for their potential health care costs and managing the transfer of wealth to the younger generation. Everything I do takes into account clients’ personal perspectives and priorities. I aim to help bring simplicity and transparency to the complexities of investing; making the intimidating task of planning for the future an exciting journey of managing and helping reach your goals..

          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

          Wealth Management is a dynamic, ongoing process. As I focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you and your family. My job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities. I will be here to help you make adjustments to your wealth management approach if and when necessary over time.

          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

          You can’t feel good about your finances unless you know exactly where you are, where you want to go, and how much you may need to get there. I work with you to develop a customized financial strategy, drawing on the best thinking of our firm, to help you with your financial future. I will manage all aspects of your relationship, making it clear what you’re paying for and what you’re getting. As your life and the markets change, we will meet periodically to help make sure you’re on track in pursuing your goals and to adjust your strategy as needed for the journey ahead.

          Focus On Individuals, Families, and Small Businesses

          I can offer advice and guidance designed to assist you in making 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

          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.

          FAMILY
          Taking care of your family and other people in your life
          • Trust & Estate Planning Services4
          • Education Funding1
          • Insurance3
          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

          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 periodically 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.


          Periodic 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.


            Monitoring 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.

            Wealth Management Your Way

            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

              We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.

              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.