Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
We can help you develop a personalized plan designed to help you pursue your desired retirement lifestyle and help your assets last through your lifetime and beyond.
Ann serves as a lead advisor and relationship manager to high-net worth individuals, families and organizations. She holds the Accredited Wealth Manager (AWMA), Chartered Financial Consultant (ChFC®), and Accredited Domestic Partnership Advisor (ADPA™) designations.
Whether you are single, married, domestic partnership, divorced, have children or not - we all need a “road-map” to grow and preserve for retirement and beyond. Ensuring the Wealth Plan is in place gives the financial confidence to enjoy what we have worked for and share with future generations or philanthropy when that time comes. Ann and her team take whatever time is needed to address and educate clients on topics top of mind, and encourage them to address changes that can benefit the short and long-term goals.
With the team’s experience, education and love of working with clients, they can help individuals, families and institutions pursue and achieve their objectives by building and managing a diversified portfolio which may incorporate cash, individual stocks, bonds and alternatives along with ensuring liquidity is available to meet short-term working capital needs, through access to Merrill model portfolios, and third-party investment strategies – all driven by “risk appetite”.
Before joining the Merrill Wealth Management team, Ann spent 17 years with Citi Wealth at Work - serving lawyers, individuals, families and institutions. Our happiest days are when we can help clients navigate their financial road-map to success. Her career – which spans from being a business education teacher to a financial planner to now managing client portfolios has thought her that every individual has their own goals, objectives, worries and concerns. We live in a complex and ever changing world, financial confidence and assurance is vitally important to us all.
On arriving to the United States from Ireland, Ann made the decision to get her BS degree over evenings and weekends, and then pursued her MBA at The Lubin School of Business in New York City. It was then she fell in love with working for clients to achieve their financial goals, and then pursued an education in financial planning and investment management. Ann & her family are residents of CT and they enjoy the walks along the countryside farms, golfing with family and friends and mentors young adults in career choices and achieving their goals.
“I see my job as an advisor in helping solve for my clients’ Goals and Aspirations. I take great pride in finding solutions that resolve their financial hurdles.”
Marymount College
Pace University
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.
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.
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 Strategist
Merrill
Senior Investment Advisory Specialist
Merrill
Wealth Management Banking Specialist
Merrill
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.
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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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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.
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