Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

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Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Corina L Davis

Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2017 - 2021
Published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.

Barron's "Top 100 Women Financial Advisors" 2021 - 2023
Published annually in June. Rankings based on data as of March 31 of the current year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2020 - 2023
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Forbes "Best-in-State Wealth Advisors" 2018 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "America's Top Women Wealth Advisors" 2017 - 2023
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

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.

Paul Stauffer

Wealth Strategies Advisor

Bank of America, N.A.

Iesha Edmond

Wealth Management Banking Specialist

Merrill

Nicholas Riebli

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #695364

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

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Philosophy

We 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. Calculating how to manage 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? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

How we help clients

The various stages in life often require adjustments in your financial and life goals, including:

  • The retirement lifestyle you envision
  • Preparing for the cost of the best education possible for your children and grandchildren
  • Wealth transfer to the next generation
  • Establishment of their legacy through family foundations and philanthropy
  • Diversifying business interests
  • Potential strategies for managing concentrated equity holdings

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.

Who We Work With

Focus On Individuals and Families

  • We 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, We start by getting to know you and how you feel about your personal life priorities.
Corporate Executives
  • We recognize and appreciate the intricate details and benefits that come with executive positions. From unique compensation plans, to SEC trading restrictions, we develop and deliver custom strategies to navigate new and existing financial landscapes.

Entrepreneurs, Founders and Private Business Owners

  • Building, owning, and growing a business is something distinctive and special. We work alongside our clients through the life cycle of their businesses. Whether you’re raising capital, investing capital, acquiring, exiting, or transitioning a business to future generations, each circumstance is deeply intertwined into wealth planning. We offer a boutique family office-like experience backed by one of the world’s largest financial institutions. Our experience and our network uniquely positions us to help you balance your professional needs and your personal goals.


     








 

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

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

      We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

      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.


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      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.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.