Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Julianne M. Gwizdala, CRPC® has been in the financial services industry since 1982. She joined Merrill in 1998 after a sixteen year tenure at a major regional bank where she held prestigious positions in both the Trust and Brokerage Service Divisions.
In the ever changing financial world that we live in today, new challenges presented to each of us require a financial management process that has the flexibility to adjust to current and evolving events at various times in our lives.
Together with specialists in different areas of expertise, I offer a complex range of services including: investment management; retirement planning; wealth preservation and transfer services; and lifetime income management.
I am dedicated to creating customized financial solutions based on your risk tolerance, time horizon and liquidity needs that will enable you to achieve your financial goals throughout these challenging periods and maintain a financially successful lifestyle. Through this process, I work closely with your accountant and estate attorney."
I look forward to the opportunity to discuss with you the Wealth Management Process that will help you manage, increase and preserve your wealth.
Julie holds the Chartered Retirement Planning CounselorSM (CRPC®) designation awarded from the College for Financial Planning and attended the Northeastern Business School of Commerce in Bay City, MI. She holds the Series 7, 63, and 66 FINRA registrations and is a licensed life insurance agent.|
*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
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.
All Saints Central High School
Northeastern Business School of Commerce
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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
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.
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.