Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Genie is currently a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. For more than twenty years, Genie has provided wealth management and comprehensive investment advisory services to affluent families. corporate executives, non-profit organizations, endowments and foundations, as well as high-net-worth individuals.
Her extensive experience in investments, retirement and estate planning services, asset preservation, risk management, concentrated/restricted stocks, trusts, as well as portfolio construction and management.
Genie's wealth management philosophy integrates customized financial strategies to help clients better prepare for potential market downturns and unprecedented levels of financial uncertainty so that they are better prepared to reach their lifelong goals and wealth accumulation objectives.
While tapping into the investment insights and resources at Merrill, I am able to address the changing aspects of clients' financial lives, while providing the best in client services.
Genie has been the recipient of numerous recognition awards in the financial services industry. For the past few years, Genie has received the distinguished invitation and honor of attending Barron's Top Women Financial Advisor conference which underscores the nation's top Women Wealth Management Advisors. She has also been featured in numerous publications on the topic of financial planning and portfolio management. Today, she continues to serve as a guest speaker for numerous organizations on the importance of wealth creation and financial planning.
Our advisors and Wealth Management Client Associates are actively involved in the communities they serve. They devote significant time, energy and resources to help create positive change in the areas in which they live and work. Our team is enthusiastically involved with assisting charitable organizations such as Dress for Success or Big Brothers, Big Sisters.
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.
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
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
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.