Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Linda is a Senior Consultant, and a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Linda earned her Bachelor of Science Degree in Business Administration from Aquinas College. She earned her CPA Certification while working at BDO, however she does not give tax advice in her role at Merrill Lynch. Linda also completed the Grand Valley State University Certificant Program in Financial Planning. She joined Merrill Lynch in 1999 and has been in the financial service industry since 1986. According to a study in 2011 by Cerulli Associates: Women brokers made up only 9% of brokers in wirehouses. Linda represents one of the 9%. Linda is a member of the Michigan Association of Certified Public Accountant, Saint Cecilia Music Center's Investment Committee and The United Way Planned Giving Committee. She completed a nine year Board term at St. Cecilia Music Center and a term as Chapter President of the American Society of Women Accountants. Linda enjoys spending time with her husband Tom and three adult children. Her other interests include travel, music, boating, running, and golf.
Linda adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, she considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Linda is able to help you establish objectives, develop an appropriate strategy and recommend strategies that draw upon the breadth and depth of Total Merrill™ to connect all the pieces of your financial life. Linda will conduct regular reviews with you to help monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.