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- Trust & Estate Services2
- Education Funding Strategies1
Liliane is a multilingual Advisor who joined Merrill Lynch Wealth Management in 2017. She has spent several years working on issues affecting global investors and guiding them with their investment decisions. Liliane worked ten years on Wall Street at a number of different firms. Her diverse roles in the industry make her ideally suited to advise clients of diverse backgrounds. She focused on global index management, corporate disclosure, stock exchange listings, market regulation, emerging and frontier markets, and more recently, investment management.
Liliane was Senior Corporate Governance Specialist in the Listings and Compliance division at the New York Stock Exchange (NYSE), and subsequently held the position of Principal Analyst in NYSE’s division of Market Surveillance, before joining Business Solutions – NYSE, at the Financial Industry Regulatory Authority (FINRA) in June 2010 following a merger.
Prior to joining the Stock Exchange in 2005, Liliane was a Global Index Manager in Portfolio Services at Standard & Poor’s (S&P) in New York since 2000 and previously served as an Economist at the United Nations Development Programme (UNDP). She has contributed several market reviews to the Emerging Stock Markets Factbook (S&P Dow Jones Global Stock Markets Factbook) and co-authored a reference paper featured in the Emerging Markets Review.
More recently, Liliane held an Investment Consultant position at Campbell Williams, Inc. in Miami and was actively involved in a New York based internet start-up founded by a fellow Columbia alumna.
Liliane holds a Master of Science, Mineral Economics, from Michigan Technological University and a Master of International Affairs, International Finance and Business, from Columbia University. She is fluent in several world languages, including French.
Michigan Technological University
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Structured Credit Executive
We offer you access to the investing insights of Merrill Lynch 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.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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.