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Profile

A long-time student of finance with more than ten years spent in the industry, Agne joined Merrill in 2021 followed by a loyal circle of successful women and men. They include corporate executives, attorneys, physicians, business owners, couples accumulating wealth and others going through the divorce process.
 
“More than anything, I enjoy building relationships with clients,” Agne says. “Taking time to ask questions and listen carefully, I want to know why clients have come to me – what’s on their mind, what’s in their heart. And in tangible terms, what’s the purpose of their wealth? Who are they responsible for? And what role would they like me to play?”

Agne finds that disruptive events are when some clients need her most. A spouse’s death, divorce, a family member who’s taken ill and other situations require her care and consideration. For women experiencing divorce, Agne “sits next to them” and helps set goals, a budget, and whatever else can provide needed steps in moving forward. 

From frequent discussions with all clients, Agne constructs mutually agreed-upon strategies that span investment and retirement planning, exit planning and cash flow solutions, tax-minimization and estate planning strategies, and liability management. For Agne, the planning process is ongoing. As clients’ circumstances and goals evolve – and market conditions change – she adjusts their strategies, to help optimize their wealth and address their wishes.  

When it comes to investments, Agne builds each client portfolio based on their goals, risk tolerance, investment timeline, liquidity needs and other personal preferences. Using Merrill research and model portfolios, she looks to diversify clients’ assets across equities, bonds, ETFs, and funds run by selected managers. In addition, Agne offers clients access to alternative investments* including private equity, real estate, and hedge funds – allowing them to benefit from non-correlated assets she deems attractive, affordable and likely to offer reduced volatility.

To align tax minimization and estate planning strategies, Agne is happy to coordinate with clients’ CPAs and attorneys. She also provides clients with access to Bank of America, N.A. for residential, securities-based and commercial lending. 

Agne launched her financial career in 2008 at PNC Bank and was soon recruited to by Santander Bank’s executive team where she served in several roles including that of financial advisor and private client relationship manager in Bucks County, Pennsylvania. In 2020, she joined Fidelity Investments in Princeton as a financial consultant, one year before coming to Merrill.

Born and raised in Lithuania, Agne arrived in the United States at the age of 17 – accepting a full scholarship to Arkansas State University, where she played four years of Division 1 basketball in the Sun Belt Conference. After earning a Bachelor of Science degree in Finance, she earned an MBA with Honors while also teaching finance and economics courses. Still a loyal ASU basketball fan (Go Lady Wolves!) and Los Angeles Laker fan, Agne is an avid traveler, reader, lover of healthy cooking and volunteer with United Way of Bucks County. She and her husband, Zeeshan (also, a Merrill financial advisor) are proud parents of two little boys.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

  • LANGUAGES

    English, Lithuanian, Russian & German

  • EDUCATION

    Arkansas State University

Professional Staff

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.

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.

Gary Pierson

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #280343

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

While I earned my stripes as a Division 1 college basketball player, I'm even more proud of my achievements as a financial advisor. How do I measure success? By the relationships I've built with clients – and the stories I hear about goals they've reached since we began working together.

AFTER MORE THAN TEN YEARS IN THE INDUSTRY, I'VE COME TO SERVE:

Ambitious women and men – corporate executives, attorneys, physicians, business owners, couples accumulating wealth and others going through the divorce process. My planning-based approach helps me appreciate what's on a client's mind and in their heart. That's why I ask questions. "What's the purpose of your wealth? Who are you responsible for? Why have you come to me?"

Only with a firm grasp of what clients want for themselves and their families can I craft strategies that span investment and retirement planning, exit planning and cash flow solutions, tax-minimization and estate planning strategies, and liability management. As clients' lives evolve, I will adjust their strategies, to help optimize their wealth and address their wishes.

WHAT DO I BELIEVE?

• Disruptive events are when some clients need me most. A spouse's death, divorce, a family member's illness and other situations require my care and consideration. For women experiencing divorce, I help set goals, a budget, and whatever else can provide key steps in moving forward.

• It's important that I coordinate with their CPAs and attorneys. I also provide access to Bank of America, N.A. for residential, securities-based and commercial lending.
• Clients deserve that I educate them whenever possible – whether I help them understand investment risk or the benefits of disciplined saving and spending. I also simplify explanations so that clients can more easily follow the strategy they've agreed upon.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Approach

I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

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.

      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.


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      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.



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      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.