Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Expert panelists explore how the rest of the year may be shaping up for the economy and the markets — and highlight the longer-term forces transforming our lives.
Lisa's primary role is to support the teams overall investment philosophy. She uses this philosophy to design customized global investment strategies for affluent individuals and their families.
While focusing on your primary objectives, she moves your strategy from development, implementation to a results driven portfolio. This portfolio is designed to acheive your goals within your level of risk tolerance and investment policy.
While living in the City of Evanston, Lisa was a five year Mayoral Appointee to the City of Evanston, Housing & Community Development Act Committee. She has served on the Economic Development Task Force, for United States Congressman, Honorable Danny K. Davis, 7th Congressional District. Lisa has appeared as a guest speaker on Chicago's ABC affiliate mid day news program with her strategies for "Teens and Summer Savings"
Lisa received her Bachlors Degree in International Business and Marketing from Howard University and a MBA in Finance, International Business and Marketing from Loyola University. She has served 10 years in the US Army and her financial services experience spans over two decades. Lisa is registered with FINRA and licensed to engage in the business of insurance. She has earned her certification to offer Alternative Investments and holds the Portfolio Manager title. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
Lisa joned Merrill in 2000 and continues to promote financial literacy by volunteering to teach, and host local as well as national financial seminars, workshops and forums.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
To learn more about how Merrill is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com
Loyola University Chicago
Patterson Coop Dayton OH
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Wealth Management Banking Specialist
Alternative Investments Regional Specialist
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.
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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 will work to help you stay on track, regardless of what the markets are doing.
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