Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

My team and I will help you fulfill your vision for your family's financial future.

My team and I will help you fulfill your vision for your family's financial future.

Watch my video to see how my team and I can help you preserve and grow your legacy.

Watch my video to see how my team and I can help you preserve and grow your legacy.

Watch my video to see how my team and I can help you achieve your financial goals for your business and your family.

Profile

Anjelica Brinkofski has been with Merrill since 2017. With a sharp focus on aiding business owners in navigating the complex waters of exiting their ventures, Anjelica's experience extends beyond wealth management planning- her guidance is holistic and prevailing in nature. Her approach with entrepreneurs focuses on two key aspects: the business level and the personal level, often intertwining the two to assure that her clients achieve their goals both personally and from the standpoint of their business. 

Her strategies and experience in retirement planning are tailored not only for entrepreneurs, but also for women and families facing significant life transitions, be it planning for college or stepping into the golden years of retirement. Anjelica's experience isn't limited to retirement planning; she takes great pride in her tax management strategies for her clients, an invaluable aspect of their financial journey. 

Anjelica lives in Belmar, NJ with her family. She is a mother of 2 and an avid triathlete. Her passion as a former college athlete and current competitor reflect her dedication and perseverance: traits that she bring to her professional endeavors daily as a Merrill financial advisor.

  • EDUCATION

    Rutgers

Past Events

Women's Investing Seminar

Virtual

January 9th, 2024|12:00 PM - 1:00 PM EST

If you had any questions about the markets over the past few years, this seminar is perfect for you. No matter where you are in life- whether you're starting your career, stepping into marriage, becoming a mother, launching a business, navigating a divorce, approaching retirement, or reinventing yourself- your financial journey is uniquely yours. Join me for a seminar dedicated to empowering women in every stage of life to confidently navigate the world of investing. Please send me a message if you'd like to attend.

    Women's Investing Seminar- 2nd Session

    Virtual

    January 9th, 2024|5:00 PM - 6:00 PM EST

    If you had any questions about the markets over the past few years, this seminar is perfect for you. No matter where you are in life- whether you're starting your career, stepping into marriage, becoming a mother, launching a business, navigating a divorce, approaching retirement, or reinventing yourself- your financial journey is uniquely yours. Join me for a seminar dedicated to empowering women in every stage of life to confidently navigate the world of investing. Please send me a message if you'd like to attend.

      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

      Approach

      Every relationship begins 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.

      Capabilities

      Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

      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. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

      • 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

      Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

      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.

      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.

      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. Calculating how to manage 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? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

      Welcome

      My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

      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.


          The Power of the Right Advisor®
          Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

          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.