Deborah Mannix

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Deborah Mannix

Assistant Vice President
Senior Financial Advisor

Whatever your personal goals may be, I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.

Profile

My career in the financial industry began in 1983. I have built a wealth management practice dedicated to providing clients, with tailored integrated investment plans by leveraging the vast resources of Merrill Lynch. Delivering excellent client service remains one of my top priorities, as I assist clients develop and implement detailed plans to help them meet their financial goals. I also work with families with special needs childern assiting them manage their Special Needs Trusts.

Prior to joining Merrill Lynch, I worked at Morgan Stanley in Red Bank, as well as Ziff Brothers Investment and Risk Enterprise Management, Ltd. in New York City. I am a graduate of Monmouth University in West Long Branch, NJ where I earned a Bachelor of Science Degrees in Finance and a minor in Economics. I also have the honor of being a member of the Beta Gamma Sigma international business fraternity. While attending Monmouth, I was the Vice President of Gamma Sigma Sigma service sorority as well as a Resident Assistant.

Currently, I am a member of the Monmouth University Business Council as well as a member of the Council’s Steering Committee. I support many student activities such as Career Discovery Series, Student Professional Speed Networking and Business Strategy Course presentations. I also volunteer for the annual Monmouth University Scholarship Ball committee and I am a member of the Shadow Lawn Society. I also particapate as a Financail Coach for the  JBJ Soul Kitchen & EET Foundation.  I am an active member of Shore WINS, a local women’s networking group. I donate my time to a number of charitable foundations including the Spring Lake Historical Society and mentor young professionals through Women’s Unlimited.

In my free time, I enjoy boating in the summer and skiing in the winter months. In 2010 I founded Vertical Vixens, a national woman’s ski club. The Fall, however, is my favorite season, as I am an avid football fan—I never miss a Giant’s game and I am the commissioner of my fantasy football league, Insane Interceptions.
 
I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. My access to the investment insights of Merrill Lynch and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.

Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as Monmouth Univeristy and Jon Bovi Soul Kitchen Foundation and other volunteer work.

  • EDUCATION

    Monmouth University

Additional Resources

The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.

James F Ade

James F Ade

Retirement Specialist

Jenna Thierry

Jenna Thierry

Wealth Management Banking Specialist

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Jeanne Morgenstern NMLS # 588978

Wealth Management Lending Officer

Where do we begin? It starts with you.

At Merrill Lynch, 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

Placing the investor at the center of the wealth management process—while maintaining a market focus — is my goal in helping clients through difficult financial transitions and decisions that occur in their lives. I start with a conversation, building a foundation that helps me understand your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, disciplined investment strategies can be customized, drawing upon the investment insights of Merrill Lynch and access to the banking convenience of Bank of America. As your life and the markets change, we will meet to track and adjust strategy, as needed.

Philosophy

It’s important to plan for your financial future, which means getting more than investment advice. I believe you may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your kids’ names, how hard you worked to get where you are, how you define a successful life and how you view investing. My commitment is centered in helping clients achieve their goals by making their needs and wants a priority. My advice and strategies are guided by what’s important to you, and our success is defined by your satisfaction over time.

Approach

Helping you pursue your goals starts with getting to know you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. My process offers a flexible framework we can call upon to help you identify and prioritize your personal and professional financial goals, including areas such as education funding or your lifestyle in the future. I also offer strategies to provide the “fit” that may best serve your objectives, risk tolerance, time horizon and liquidity needs. I help you understand fees and expenses associated with your accounts.

Capabilities

My process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. My ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. I can be a financial resource, helping clients with the process of transferring wealth to the younger generation.

Focus On Special Needs

There are few gifts as meaningful as that of a parent providing for the financial security of their children. And while I can help any investor pursue their unique financial goals, my primary focus is on working with parents of children with special needs or disabilities.

I take great pride and joy in helping parents like you create and integrate special needs strategies as we keep in mind your other financial goals in life. That’s why I take the time to sit down with new clients and listen carefully as we explore the following seven life priorities together.

  • 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.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill Lynch 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 strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and 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 strategy.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

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

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.





Transcript of Video

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

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