Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Angela Linder joined Merrill Lynch in 2007 and has 10 years in the financial services industry. Today she focuses on serving multi-generational, high net worth families and business owners. The entire team shares a common goal: to help clients pursue their personal goals, such as planning for and funding their children’s educations, helping to ensure that their money lasts in retirement, planning for their potential health care costs and managing the transfer of wealth to the younger generation.
Angela follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities. She believe that communication is instrumental to success in managing life’s challenges. That’s why she will work to engage families in the financial decision-making process. Communicating openly with family members on the sometimes difficult subject of wealth can be a challenge. Angela can help facilitate these discussions and offer opportunities to educate the younger generation about how assets may be invested. Passionate about delivering excellent service, Angela earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning in 2014.
Angela and her husband, Tom, live in Dearborn with their twin daughters. She follows the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives her interest in volunteering with organizations in our community, so she proudly plays trumpet in the Downriver Community Band and enriches the community with the Dearborn Rotary Club.
Ferndale High School
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 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
*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.