Tune out the noise: Wealth planning for the year ahead

Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.

Watch now

Profile

Nicole and her team are passionate about helping their clients live their best financial lives. Her process begins by listening to her clients' goals and needs to providing them with a thorough, educational, and transparent financial strategy.

Nicole began her financial services career in 2010 as a Financial Advisor working with successful families and business owners to build, preserve, and transfer their wealth. Most recently, Nicole spent four years at Capital Group|American Funds where she educated Financial Advisors and research teams on investment processes and effective practice management. This experience has allowed her to better service the needs, wants, and wishes of her clients.

Nicole enjoys being an active board member of Random Acts of Flowers Indianapolis and enjoys volunteering at St. Luke Catholic School. She attended Western Michigan University where she played Division I Golf and earned her degree from Indiana University-Purdue University Indianapolis. Her greatest joy is spending time with her husband, Sean, two children, Colin and Maeve, and Bernedoodle, Benny.

  • EDUCATION

    Indiana University/Purdue University at Indianapolis

Past Events

Outlook Back to the (new) Future

March 21st, 2023|3:00 PM - 4:00 PM CST

Please join our top industry experts who will share whether the coming year might bring a return to a more promising market as global economies reset. They’ll also cover regional insights and potential ways to navigate today’s new market landscape. We will end with an open Q & A, so you can ask the questions that are important to you.

Topics will include:

·   What a potential recession could mean for the markets

·   Dealing with inflation, volatility and other investment risks

·   Portfolio strategies and opportunities to consider now


 

    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

    Wealth Management is a dynamic process. As I focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you and your family. My job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities. I will be here to help you make adjustments to your wealth management approach if and when necessary over time.

    Capabilities

    My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

    Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

    Focus On High-Net-Worth Individuals and Business Owners

    I  offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances.

    No matter what your goals may be, I begin by helping you define and prioritize your financial goals based on the following seven areas:

    • Health: Managing healthcare expenses, now and in the future
    • Home: Upsizing, downsizing, remodeling or buying a vacation home
    • Family: Taking care of your family and other people in your life
    • Leisure: Spending your free time in meaningful ways
    • Giving: Volunteering, mentoring and giving to charities
    • Work: Working in retirement, selling or starting a business
    • Finance: Bringing it all together; defining your financial goals
    I'll also draw on my industry knowledge and experience to offer:
    • Potential risk management solutions
    • Trust and estate planning services
    • Potential wealth management solutions
    • Access to Bank of America for your credit and banking needs
    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

    I believe it is important that you take positive steps toward your financial future, and that means getting more than just investment advice.  I take the time to get to know you and your family, your financial situation and what matters most to you. Using an understanding of your life and priorities as a foundation, I can work with you to build a goals-based financial approach.

    Welcome

    My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to 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.

        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.