Midyear Outlook 2022: Turning volatility into opportunity

Midyear Outlook 2022: Turning volatility into opportunity

Chris Hyzy, Chief Investment officer for Merrill and Bank of America Private Bank sits down with special guest Ian Bremmer, President, Eurasia Group and GZERO Media plus experts from BofA Global Research to discuss what they’re watching for in the second half of the year that could affect the markets and bring potential new opportunities.

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Profile

With 14 years in the Financial services industry and 6 years in Accounting and Real Estate, Yulia Kuzenko joined Merrill Lynch Wealth Management in 2019. She received her Bachelor’s degree in Business Administration and Master of Science degree in Construction Economics and Management from Pacific National University.

She focuses on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then she help them to create a customized yet flexible wealth management approach as their needs and market conditions change.

Originally from Russia Yulia currently resides in Sarasota Florida with her husband and two four legged members of her family.


*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

  • LANGUAGES

    English & Russian

  • EDUCATION

    Pacific National University

    Universal Accounting Center

Additional Resources

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.

Mechele A Leonard

Wealth Management Banking Specialist

Merrill

Jason Albano

Wealth Strategist

Merrill

Dorothy Cecilia Remy

Retirement Specialist

Bank of America, N.A.

Upcoming Events

Education Planning

August 11th, 2022|4:15 PM - 5:15 PM EST

Education Planning: Learn how you can help make higher education for a child or grandchild possible, while also taking advantage of estate planning benefits. For both parents and grandparents, the key to developing an education planning strategy is to understand the options available. Join us for an informative seminar where we’ll discuss education funding options: borrowing versus saving & tax-advantaged education planning potential solutions.

    For more information: 941.364.5655 or yulia.kuzenko@ml.com

    Market Update

    August 25th, 2022|4:15 PM - 5:15 PM EST

    Market Update:  During this event, Brian Mariash, CIMA® will discuss various topics from the latest CIO Viewpoint including a recap on the markets and economy for the year.  We will review current events affecting the markets, interest rates, geopolitics, and ultimately, your portfolio.  We will also discuss actions we are taking to help our clients preserve and grow their wealth.


    *The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.


      For more information: 941.364.5655 or yulia.kuzenko@ml.com

      Past Events

      Navigating Risk: A Conversation with General (Ret.) Stan McChrystal

      August 3rd, 2022|2:00 PM - 3:04 PM EST

      Navigating Risk: A Conversation with General (Ret.) Stan McChrystal:  Andy Sieg, President, Merrill Wealth Management, sits down with retired four-star General Stan McChrystal to discuss his new book, "Risk: A User's Guide." General McChrystal has lived a life associated with the risks of combat. From his first day at West Point, to his years in Afghanistan, he has built a user's guide on how to overcome whatever comes our way. This conversation will explore topics ranging from military history to the business world, illustrating how individuals and organizations can be more prepared for all dimensions of risk. 

      Available on-demand after premiere at 2pm

        Monthly Market Update

        June 30th, 2022|4:15 PM - 5:15 PM EST

        Monthly Market Update: Join us as we review the latest CIO Viewpoint to discuss current events affecting the markets, the economy, geopolitical dynamics, and the potential impact they may have on your portfolio.



        *The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.

          Where do we begin? It starts with you.

          At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

          Understanding Your Life

          Welcome

          My goal is to help clients pursue their personal goals, such as planning for and funding their children’s educations, helping to ensure that their money lasts in retirement, planning for their potential health care costs and managing the transfer of wealth to the younger generation. Everything I do takes into account clients’ personal perspectives and priorities. I aim to help bring simplicity and transparency to the complexities of investing; making the intimidating task of planning for the future an exciting journey of managing and helping reach your goals.

          Philosophy

          Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situations can be helpful. Even if you’re accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.

          Approach

          I believe an effective approach to wealth management requires working closely with you to help identify and define your goals.

          My  job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities.

          My approach is to help you pursue your goals by providing customized service and potential investment solutions. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.

          Capabilities

          Using the broad investing resources of Merrill, I can also assist with potential solutions for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions, traditional and alternative investments, wealth transfer and estate planning services. And with your permission we can also work closely with your other professionals, such as attorneys, accountants and specialists, to help you pursue your goals.

          DISCLOSURE: Some or all alternative investments may not be appropriate for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other appropriate investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

          Staying on Track

          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.



          Reviews to help you
          stay on track

          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.



            Changes in your life
            and to your goals

            Your life and goals change. As these changes occur, we can update your approach to reflect them.

            #DigitalMerrill

            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

              Let’s Have a Conversation

              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.

              Why Merrill?

              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.


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              We put you first, every day.
              Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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              Transcript of Video 

              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.

              Personalized advice from a dedicated financial advisor.

              We get to know you and your family, your financial situation and what matters most to you.

              A comprehensive approach, built around your life’s priorities.

              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.

              Adjusting your investment approach as your life and the markets change.

              We will work to help you stay on track, regardless of what the markets are doing.