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- Trust & Estate Planning Services4
- Education Funding1
Laurie Bournias is a Senior Vice President and a Wealth Management Advisor who joined Merrill in 1994. She is a graduate from Walsh College with a B.A. in Finance.
She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, Laurie has received the Chartered Retirement Planning CounselorSM (CRPC®) designation.
Laurie is a specially qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage her strategies on a discretionary basis.
The FINRA registrations that Laurie holds include Series 7, 63, 65, and 31. Additionally she holds licenses in life, health and variable annuity insurance.
As a Wealth Management Advisor, Laurie works with an exclusive group of high net worth individuals, families and businesses in developing and implementing strategies to manage their wealth.
It is her practice to approach each client's unique needs through Goals-Based, financial strategies, retirement planning, college planning and investments. Both sides of the balance sheet are considered during client reviews. In conjunction with these services, Laurie is supported by specialists, state-of-the-art technology and top-rated research at Merrill. She works closely with our client's legal and accounting professionals. Laurie also works with businesses to establish company retirement plans such as SARSEPs, SIMPLE, Profit-Sharing and 401k plans. Together with our Commercial Business Banker, she assists owners with their cash management, lending and merchant card processing needs.
Laurie is married and loves to travel and maintain an active lifestyle with her husband.
She serves on the Board of the Hellenic Museum of Michigan.
*Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2019 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to https://www.institutionalinvestor.com/research/8959/Overview. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
College for Financial Planning
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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.
Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
Wealth Management Banking Specialist
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.
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