Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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, 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 periodically 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 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.
We will work to help you stay on track, regardless of what the markets are doing.