Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Vesela Karachorova joined Merrill Lynch Wealth Management in January 2020 after a decade in financial institutions and portfolio management services. Throughout her career friends and family were often approaching Vesela for financial advice. It was her drive to help people live the best lives possible with sound financial choices that convinced her to join Merrill as a professional Financial Advisor.
She learns what matters most to each individual and their families and translates it into specific financial objectives. Vesela gains an in-depth understanding of her clients' financial needs and offers customized services and strategies for success. Her goal is to help solve complex financial challenges, make simple what may seem complicated so clients can focus on what matters in their lives.
Vesela earned a Bachelor's degree in Political Science and Masters of Business Administration from University of Rhode Island. She is a Chartered Financial Analyst® professional, a member of the CFA Institute and CFA Society Boston. Currently she resides in Somerville, Massachusetts with her husband Vladimir and their son Alec. Vesela is a fitness enthusiast. She practices yoga regularly for continued growth and self-awareness and enjoys hiking, skiing, running, and weightlifting.
*CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
University of Rhode Island
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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 Wealth Management Advisors, we will help you 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will help you 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.