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- Trust & Estate Services2
- Education Funding Strategies1
Dr. Linda Weitz-Stone is a Wealth Management Advisor and Vice President for Merrill Lynch in Ft. Lauderdale Florida. She holds the Certified Portfolio Manager designation, and the CERTIFIED FINANCIAL PLANNER™ certification, and the Accredited Domestic Partnership Advisor℠ designation.
Linda is on the Board of Directors of the Academy of Certified Portfolio Managers. She is a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Manager may manage her strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use her own strategies to manage the assets of clients working with other Merrill Lynch Advisors.
Linda has been working in the financial services industry for over 30 years. She prides herself on her integrity and personal commitment to clients. She enjoys working with them while assisting them in pursuing their individual financial goals and most importantly preparing them for, and helping them maintain, a comfortable retirement. Linda began her career on Wall Street soon after graduating high school. During her tenure in the industry, she has made it one of her primary goals to consistently develop her professional and educational credentials. Linda has a Ph.D. in Business Administration from Northcentral University. She also has an MBA Degree and a Bachelor of Science Degree from Nova Southeastern University. Linda and her husband live in Hollywood Florida. She has three children and two grandchildren. Linda enjoys outings with her family, biking, skiing and international travel.
Nova Southeastern University
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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.
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*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.
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We will work to help you stay on track, regardless of what the markets are doing.