Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Claressa is a Financial Advisor and a Portfolio Advisor with Merrill Lynch Wealth Management. Prior to being in the financial services industry, she was a Senior Analyst in the investment banking arena. As a Senior Analyst leading the mergers and acquisitions team, she played an integral role in the success of those respective deals and the flow of operations that resulted from those multimillion dollar transactions.
After establishing herself as a leader in the investment banking arena, she decided to pursue her passion for wealth management planning. In 2013 she transitioned into the financial services industry as a financial advisor. She’s passionate about advocating for the financial future of her clients and their families. Her journey has not been without challenge and adversity, but she truly believes this is her life’s work. She has never felt more fulfilled in her work or more grateful for an opportunity to serve others in this capacity.
Claressa is one of ten children. With the love and support of her family, she was the first to graduate college with dual degrees in finance and accounting and a graduate certificate in financial planning. She’s originally from Philadelphia, but she has resided here in the Atlanta area since 2013. When she’s not serving clients or putting on a financial literacy seminar, she’s somewhere spending time with her family, working out, reading a good business book, watching sports or enjoying the beauty of the outdoors. She’s big on volunteering in her church and throughout her community. She's also a die-hard fitness enthusiast and financial literacy advocate.
To her clients she strives to be a friend above all else, but also banking resource, a wealth management team, financial advisor, a source for lending, and their ultimate connector.
University of Central Florida
Kansas State University
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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.
Bank of America, N.A.
Investment Advisory Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
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 you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.