Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Watch experts answer key questions to help you prepare for rising costs and game-changing innovations in our healthcare system.
We live in a world that’s constantly changing. Markets can fluctuate
frequently. Potential investment opportunities can arise daily.
Regulations are amended. That’s why I believe that you and your
situation are the best starting points from which to help plan
your financial future: where you are today, where you want to be
tomorrow, and what you want to accomplish along the way. Because
by understanding you and your priorities, I can more effectively
offer my experience and resources and help you build a financial
framework that is rooted in the unique complexities of your life.
My mission is simple: help clients live the best life possible with the
resources they have available today. That may be in their personal
life, their professional, business life or the lives of their family
members. I have over 25 Years of investment experience meeting
the financial needs of institutional, individual and high net worth
business owners. I joined Merrill in 2017. Prior to Merrill I was with
Northern Trust, AllianceBernstein, and OppenheimerFunds.
I hold both an MBA, from Stephen M. Ross School of Business at the
University of Michigan, and a BA in Economics from the University
of Michigan. Additionally, I am an Adjunct Professor of Finance, Mike
Ilitch School of Business at Wayne State University.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
MBA, University of Michigan Stephen M. Ross School of Business
BA, University of Michigan
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Bank of America, N.A.
March 18th, 2021|2:00 PM EST
Our first Merrill Perspectives virtual client event of the year — The New Retirement: Will You Be Ready? — will premiere on March 18 at 2 p.m. Eastern and will be available on-demand thereafter on ml.com. This event will bring together experts and thought leaders in retirement and investing to discuss how the pandemic has changed how we will plan for and live in retirement.
Featured Speakers and Panelists
· Andy Sieg (Host), President of Merrill Lynch Wealth Management
· Ken Dychtwald (Keynote), Age Wave co-founder
· Lorna Sabbia, Head of Retirement and Personal Wealth Solutions
· Chris Hyzy, Chief Investment Officer
· Surya Kolluri, Managing Director, Retirement Thought Leadership
Click here to Register
May 5th, 2021|4:30 PM - 5:30 PM EDT
Balance and resiliency don’t come from a new app or a better time management
system-they come from the inside-out. Learn how engaging the power of self renewal,
building a support network and managing your energy can increase your
ability to be more creative, energized and resourceful in all areas of your life.
Passionate about supporting women at all life stages in finding balance through the
art/science of self-care, Renee Trudeau will share simple, powerful strategies and
science-based tools for feeling more focused, connected and calm.
Click here to Register:
May 11th, 2021|6:30 PM - 7:30 PM EDT
Cook up a custom spring menu with Chef Emeril Lagasse. Weather you are a well seasoned chef or just beginning, we welcome you to try your skills alongside Emeril. A week prior to the event we will send you a list of ingredients.
Please register prior to May 3rd.
Click here for more information.
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 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.
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.
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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.
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.