Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Lisa's primary role is to direct her 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 licensed with the 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 Lynch model portfolios, and third-party investment strategies.
Lisa joned Merrill Lynch 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 investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
To learn more about how Merrill Lynch 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
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.