Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Simona’s passion for providing wealth management advice comes from her desire to support people in their efforts to achieve their life and financial goals. Taking into account short and long-term objectives including retirement and estate planning issues, she works with clients to formulate an approachable plan that is customized to their unique needs.
Simona utilizes the vast resources and research capabilities of Merrill Lynch to bring clarity to investment opportunities and ever-changing market conditions that can impact portfolio returns. Her goal is to assist clients in every aspect of their financial lives and to become their trusted first point of contact.
Simona was born in the Czech Republic and came to the United States in her early teens. She graduated summa cum laude from Florida State University with an MBA and a B.S. in Finance and Business Administration and joined Merrill Lynch in 2012. In her spare time she enjoys being in nature and traveling.
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as Destin Woman's Club, American Cancer Society, Toastmasters and other volunteer work.
Florida State University
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer, NMLS #342875
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.