Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Carol Cushman joined Merrill as a financial advisor in 2019. She completed a BS in Managerial Economics from University of California, Davis in 1986. Prior to joining Merrill, Carol worked for a national insurance company as an Insurance Agent and Assistant Vice President for one of the world’s largest banks analyzing lending needs.
As a Merrill financial advisor, she combines her broad work experience in financial services to help individuals and families assess their long and short term goals. This type of overall wealth management plan combines the investment insights of our Merrill team and the banking convenience of Bank of America.
Following the deep rooted Merrill tradition of participating in community we serve Carol’s current and prior volunteering involvement include Dow High All Sports Booster Club, Community Bible Study, Faith Formation Teacher Blessed Sacrament Church, Booster Bash, Woodcrest Elementary School PTA, Concession Manager for Northwest Little League & Dow High Booster Club, and Mt Diablo Parent Co-Op Preschool.
Community involvement is an integral part of how we interact with clients and communities. Let us show you have our professionalism and dedicated client service could benefit you and your family.
University of California System
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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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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.