Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Karon Blue is a Financial Advisor with Merrill Lynch Wealth Management located in Florham Park, New Jersey.
She is passionate about helping individuals, families, and business owners with their finances because she knows that money is the priority of almost every major decision we make in our lives and it is important to make the right decision the 1st time. She helps you to assign a purpose with your finances for the six other major priorities in life which include health, family, home, work, giving, and leisure.
The outline for developing a customized investment strategy that aligns with your goals is based upon a comprehensive review of your assets, liabilities, and current cash flow. She has learned that being candid and honest leads to a better working partnership helping others to succeed.
Karon received her Bachelors in Psychology from Edward Waters College and her Masters in Organizational Management from the University of Phoenix, Jacksonville Florida Campus. She enjoys travelling for leisure and missions abroad. In her spare time she loves being with family and friends.
Edward Waters College
University of Phoenix
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.
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.
Wealth Management Banking Specialist
Merrill Lynch
Retirement Specialist
Merrill Lynch
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #588931
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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. |
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