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Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
Anna Hargis, CEPA, CPWA, CFP, CPFA, ChFC
Vice PresidentSenior Financial Advisor
Merrill Lynch
Wealth Management
You should be able to align your life with your priorities. As your financial advisor, my focus is helping you develop a financial strategy that is both effective and efficient so that you can pursue what's most important to you.
Profile
Anna focuses on a comprehensive approach that begins with asking good questions. Her natural curiosity and zeal for life mean each client receives her full, enthusiastic attention. Anna is driven by her passion to deliver excellent customer service and her determination to equip and inspire clients to pursue their goals. She works with a team of professionals with over 100 years of industry experience to provide a wide range of wealth management services to families, professionals, and business owners.
Making a lasting impact in the lives of others is important to Anna. She invests her time and resources in local organizations including Big Brothers Big Sisters, Bethel Church, and the Evansville Christian Life Center. Anna graduated from the University of Evansville with degrees in Accounting and Finance. She and her husband, Kenton, live in Evansville with their dog, Bam Bam.
Create a plan that is all about you.
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.
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.
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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.
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.
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.
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