Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Lauren Fritz-Mariner joined Merrill Lynch Wealth Management in 2000, currently serving as a Wealth Management Advisor, Vice President in the Rehoboth Beach, Delaware office. Lauren is also a Senior Portfolio Advisor and a Retirement Benefits Consultant. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis using custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies.
Lauren concentrates on assisting clients in developing long-term financial strategies, which include retirement and educational needs as well as liabilites management and insurance.
Although a native of Iowa, Lauren graduated from Salisbury State University with a B.A. in Communications. She has over twenty years experience in the financial services industry. Lauren is a member of the Georgetown Chamber of Commerce and is an active member of Wesley United Methodist Church in Georgetown. Having been the Development Chair for the Jefferson School, Co-Chair of the Sussex Academy parent committee and Co-Chair for Autism Delaware's "Blue Jean Ball" event, Lauren will assist various civic and charitable organizations whenever called upon. She currently serves on the Southern Delaware Development Committee for Autism Delaware. Lauren maintains an active role in the Miss America Scholarship Program where she was once a local title holder, director, certified judge and coach and participates as a host family for Delaware's " Distinguished Young Womens " pageant.
Lauren has two principal rules when conducting business:
1.) The Golden Rule and;
2.) The Sundown Rule (which means every message received is returned by the end of the day).
English, French & Spanish
Salisbury State University
University of Northern Iowa
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
October 14th, 2020|12:00 PM - 1:30 PM EST
Pre-registration is required for this Conference call. Please email Lauren or Chad to receive an email link to pre-register.
Please be prepared to provide your
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.
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.