Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Plans Specialist designee, Anita offers clients wealth management planning that encompasses virtually every aspect and stage of their financial lives. Anita's passion for all things financial began as a kid, where from an early age she was asking questions about finance from her teachers and at the dinner table. A lifelong student of the markets, today she shares her knowledge with numerous professional groups, women’s organizations, and not-for-profits, speaking frequently on such topics as Women and Wealth, Financial Planning, Leaving a Legacy, World Financial Markets and the Financial Challenges of Retirement and Divorce.
Anita has a diverse skill and work experience that makes her uniquely qualified in her position. Anita has a Doctorate in Economics from Columbia University and has extensive experience in capital markets and application of economic theory to finance and investments. Anita has worked in the financial services industry for the past 6 years and at Merrill since 2017.
Prior to this Anita was an Advisor at Morgan Stanley where she assisted other Financial Advisors with Financial Planning and Wealth Management for their clients. She was also a faculty at Ramapo College of New Jersey where she taught Business and Economics courses. Prior to that she worked at The Center for Business Innovation (E&Y), a business strategy and innovation think tank based in Cambridge, Massachusetts where she worked with senior executives. Anita also worked as an Economic Consultant at the World Bank in Washington D.C. focusing on topics of International Finance and Economic Development.
Anita believes in finding a balance between work, family, and community, and is dedicated to helping the community with the same passion she has for business. Anita is the President of The Woman’s Club of Ridgewood, where she has been a member since 2006, and a member of North Jersey Association of Women Business owners. She is also a past Vice President and Trustee for Ridgewood Education Foundation helping her immediate education community pursue their Tradition for Excellence. In her spare time she enjoys spending quality time with her family in Bergen County, NJ, by the shore in Mantoloking, NJ and various international travels. She also enjoys tennis, squash, swimming, and cooking and has competed in various regional and sectional USTA tournaments.
Our team is involved with local communities, assisting charitable organizations such as Ridgewood Woman's Club, and the Rotary Club. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
St Xaviers College
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
Alternative Investments Regional Specialist
Bank of America, N.A.
Bank of America, N.A.
March 23rd, 2021|4:30 PM - 5:30 PM EST
In recognition of International Women’s Day, please join us us for an insightful and interactive conversation with Caroline Johnson.
After spending the last ten years as a Navy F/A-18, Weapons Systems Officer flying fighter jets, managing programs, and instructing leadership at the US Naval Academy, Caroline shares the leadership lessons she learned in the Navy to educate, empower, and inspire!
Fireside Chat with Caroline Johnson
Tuesday, March 23rd @ 4:30 p.m.
Secure your spot today by clicking the link below to register.
Virtual via Vercast, https://www.veracast.com/webcasts/bofa/merrill/idgcm4DM.cfm
April 8th, 2021|4:30 PM
From virus waves to vaccines and encouraging therapeutics. From shutdowns, phased
re-openings and re-imposed restrictions toward full economic recovery. And – a transition
to a new administration likely to bring shifts in trade policy and the U.S.-China
relationship. Please join us as the Chief Investment Office discusses key dynamics, as
well as steps investors can consider to prepare for what may lie ahead.
March 18th, 2021|2:00 PM EST
Featured Speakers and Panelists
· Andy Sieg (Host), President of Merrill Lynch Wealth Management
· Ken Dychtwald (Keynote), Age Wave co-founder
· Lorna Sabbia, Head of Retirement and Personal Wealth Solutions
· Chris Hyzy, Chief Investment Office
· Surya Kolluri, Managing Director, Retirement Thought Leadership
Discussion topics will include
· What emerging trends may mean when planning for retirement
· Retiring earlier than expected — or working longer remotely
· Medical advances driving increased longevity or quality of life in retirement
· Investment strategies and other steps pre-retirees can take now to adapt to new realities
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 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.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
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.