Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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.
Merrill Lynch
Wealth Management
Understanding your life priorities is an important part of how I work with the clients I serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.
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.
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LANGUAGES
English & Russian
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EDUCATION
Pacific National University
Universal Accounting Center
Create a plan that is all about you.
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.
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
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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.
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.
Articles
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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