Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Insights, observations, and ideas to help you in your pursuit of your financial goals.

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My team and I can help you define your financial goals and pursue what matters most to you and your clients.

Profile

Deanna Conerly is a Financial Advisor and Senior Portfolio Advisor with Merrill. Deanna works closely with individuals, families, businesses, and institutions in multiple states, helping them forge a more thoughtful and strategic path toward their financial goals. An attentive listener and resourceful guide, Deanna strives to empower people to make informed decisions about their lives, wealth, and legacies, connecting their present to a more purposeful and fulfilling future. Client referrals constitute her primary source of new relationships, an honor that continues to inspire her hard work and dedication.

 

Clients from varied paths look to Deanna for one-on-one guidance and sustained leadership. She has extensive experience advising business owners and executives, as well as individuals who have historically been underrepresented by the financial industry, including women and underserved populations. To each relationship, Deanna brings a genuine enthusiasm for her craft, gratified to have a meaningful impact on people’s well-being. Her areas of focus include long-term wealth strategy;  tailored portfolio design, including access to ESG and alternative investment strategies, as appropriate; retirement planning; and access to private banking services and residential lending opportunities through Bank of America.

 

Deanna has worked in financial services since 2004. Prior to joining Merrill in 2020, she served as a Financial Advisor with OneIndiana Financial and Northwestern Mutual. Earlier in her career, Deanna was a District General Manager with H&R Block and a Bank Manager with Citizens Financial Group. A lifelong learner, Deanna holds a B.S. from Northwestern University, an M.B.A. with an emphasis in Accounting from Jones International University, and an M.S. in Finance from Purdue University Global.

 

Within Merrill, Deanna is a Senior Portfolio Advisor. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.

 

Committed to her community, Deanna is Vice President of the Indianapolis Chapter of NAAIA, the National African American Insurance Association, and is a board member of CICOA, a nonprofit organization dedicated to assisting seniors and disabled individuals in Central Indiana. Previously, she volunteered with the Great Lakes Women’s Business Council and served as President of Northwestern University’s Alumni Club of Indianapolis.

 

Deanna resides in Fishers, Indiana, and has three adult sons who live in the Indianapolis area. She loves spending time with her family and friends and traveling to destinations near and far, including the U.S., Canada, the Caribbean, and Europe. She has several African nations on her future travel list and welcomes the opportunity to trade ideas on great places to visit.

 

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*NMLS ID: 1977565

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

*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.

 


  • EDUCATION

    Northwestern University

    Jones International University

    Purdue University Global

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On Women

While virtually all investors can receive help pursuing their unique financial goals, my primary focus is on working with women investors. Whether you’re contemplating retirement, deciding on a career change, wondering if you can afford to fund a child’s education or care for an aging parent, the process begins by getting to know you and understanding how prepared you may be to pursue your financial journey.

Your goals, your family and your finances are interrelated, and your financial future and that of your family can be shaped by the decisions you make. Listening carefully to your priorities the team can help you take the steps necessary to move forward. We can help you with strategies for healthcare costs (even if you’re decades away from retirement), and help you evaluate whether your income is sufficient to meet living expenses without having to make lifestyle adjustments. With a dedicated advisor at your side you can gain personalized investment strategies from Merrill, with access to the extensive banking capabilities of Bank of America.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Philosophy

Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you’re accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.

Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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.

      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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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.