Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Clients deserve a financial advisor who delivers the samededication and passion that they bring to their careers.By guiding and simplifying my clients’ decisions,I can brighten their financial pictures and outlook.
Since 1989, Agnes has provided an uncommon level of intellectual rigor, acumen and attention to a diverse clientele that has achieved success in the worlds of business, sports and medicine.
Given the distinct mindsets and motivations of those she serves – C-suite executives, entrepreneurs, physicians, and professional athletes – Agnes devotes significant time to developing an intimate understanding of how each client views their wealth and the opportunities that come with it.
Utilizing a planning-based approach that is ongoing – not a one-time event – Agnes looks to identify goals and holes in clients’ financial lives. She may ask, “What’s the purpose of your wealth? How do you manage debt? Who are you responsible for? And do you feel prepared for the unexpected?”
Summoning her array of skillsets, Agnes helps clients with everything from complex exit planning strategies to tax-minimization and estate planning strategies – often collaborating with the firm’s trust professionals and clients’ CPAs and attorneys. She feels privileged to offer clients access to the extensive resources of Bank of America for residential, securities-based, commercial and structured lending, as well as practice management solutions.
When it comes to investments, Agnes follows portfolio construction guidance from the firm’s Chief Investment Office and uses the firm’s research-based portfolios. With diversification a critical – especially for those holding large concentrations of company stock – a client may own individual equities, bonds, ETFs, and alternative investments*.
In addition to successful individuals, Agnes advises on the issues confronting private and public entities – assisting owners and plan administrators with the development and implementation of group retirement plans.
Agnes has received rigorous industry training that allows her to provide clients with an extra measure of knowledge and know-how. She holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc., the Certified Plan Fiduciary Advisor (CPFA) awarded by the National Association of Plan Advisors, and the SE-AWMA™ from The College for Financial Planning Institutes Corp. She is also one of a select number of Merrill advisors who holds the Retirement Benefits Consultant designation.
A native of Hungary, Agnes moved to the U.S. as a child. In addition to visiting family members there, she enjoys an active outdoor lifestyle – boating, skiing, hiking, biking and swimming.
Hungarian
College for Financial Planning
University of Phoenix
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
NMLS #27301
Wealth Management Banking Specialist
Merrill
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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.
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