Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 the "Outstanding Teen Division."
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
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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 Lending Officer
Bank of America, N.A.
Bank of America, N.A.
Wealth Management Banking Specialist
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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.