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.