Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Trisha Abney carries on the legacy of her family as a third generation Financial Advisor. Trisha's approach is a suburb blend of millennial self-assurance and multi-generational responsibility. With generations of knowledge past down her clients receive generations of experience that is tailored to fit their personal, business and financial goals.
One of Trisha's favorite memories as a child is sitting around the dinner table with her grandmother and father as they were discussing the stock market, municipal bonds, and the economy. She always found it very interesting and loved the way that her grandmother and father were so passionate about their careers and helping their clients reach their retirement goals and helping them accomplish their legacy goals to the next generation. This sparked an interest with Trisha and she knew from the time she was in middle school what her career path would be. She wanted to ensure that the next generations of clients received the same attention and care that they deserved.
Trisha also remembers sitting around that same dinner table with a glossed over look in her eyes as the conversations would move into concepts at the time she could not understand. Because of these experiences Trisha recognizes the same look in her clients eyes when they don't understand the terminology being used about their portfolio. This brings a passion of educating individuals on investments so that they can understand their portfolio. She strives to be a financial advisor that you don't need to Google search to understand.
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as National Association of Women Business Owners and other volunteer work.
We along with your tax professional can help you understand how it might affect your investment strategy
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.