Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
“What matters to you, matters to us”:
Marie-Sarah’s first priority is to guide you to achieve your goals. Her focus is you.
Her clients are usually very busy individuals and Marie-Sarah takes care of all the financial aspects of their life: whether it’s to help them finance a house, diversify investments, plan for retirement, education planning, or help with their estate planning needs.
Focus on Environmental, Social, and Governance (ESG) Investing:
Sustainable investments can have the potential to drive positive change for our world while seeking competitive returns on your portfolio. “Our focus is implement a strategy where we deliver financial results based of your own goals, while achieving positive sustainable and responsible investments.” Impact investing strategies, can be used as a main strategy as well as a way to diversify your portfolio.
Using our CIO team, Marie-Sarah builds portfolio that can align your investment choices to your values while at the same time aiming for a sustainable world, and making a positive contribution to society.
Wealth preservation through life events:
Because what matters to our practice is you, we want to be here, for the good and for the bad… whichever life event you are going through. Marie-Sarah holds the Certified Divorce Financial Analyst® (CDFA®) designation. She uses her knowledge of asset distribution, and short- and long- term wealth management to help achieve equitable divorce.
Meet Marie-Sarah Lauret, your Financial Advisor:
Originally from Paris (France), where she graduated with a Specialized Master in Finance from ESCP-EAP, she was hired by Goldman Sachs in 2006 and moved to London. During her 12 years on a trading floor, she was able to advise institutional investors on Credit and Structured Financing. She moved to Miami recently to grow her family. She is a happy mother of 2 little girls, speaks English, French and Spanish and enjoys outdoor activities with her family and sunrise yoga by the bay.
Spanish, English & French
Universite La Sorbonne
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.
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.
Securities Based Lending Specialist
Bank of America, N.A.
Structured Credit Executive
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
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.