Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Looking toward a new era of growth
This year started strong. Will 2024? Watch experts discuss where the markets and economy could go next and steps you could take now to prepare.
Allysa L. Dankert, CRPS
Financial AdvisorMerrill Lynch
Wealth Management
The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes. We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile
Allysa has been a member of the Iles Schropp Group since 2017. Her goal is to help keep client’s lives in balance and help them feel confident in their personal and financial future. She believes in creating simplicity throughout the wealth management process by drawing upon the investment insights of Merrill and access to the banking convenience of Bank of America. Allysa provides proactive service while making financial intricacies easy to understand. By providing to each client’s unique needs, values, and goals, she delivers tangible guidance to clients and their family members. This begins by listening to her client’s needs to create a well-defined plan and a customized financial roadmap to navigate through life’s events. Outside of her advisory role, Allysa works behind the scenes to send timely client communications on behalf of the team, event planning, and advertising throughout the community.
As a Great Lakes Bay Region native, Allysa received her Bachelor of Business Administration in Marketing from Northwood University, and received her Associates of Business Studies and General Studies from Delta College. Outside of her professional life, Allysa enjoys a very action-packed lifestyle. If she is not entertaining family and friends at home, she is spending time in Northern Michigan boating, dirt biking, camping, skiing, or snowmobiling. Allysa lives in Freeland, Michigan and has two furry companions, Maycee and Walter.
You can learn more about my team here: https://fa.ml.com/michigan/saginaw/the_iles_schropp_group/
-
EDUCATION
Northwood University
Create a plan that is all about you.
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.
Additional Resources
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.
Cynthia J Price
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #533709
Staying on Track
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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Articles
Why Merrill?
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.