Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
We strive to provide affluent clients with a personalized investment experience through wealth management planning. By working closely with a team of Merrill Lynch specialists, we provide highly customized financial recommendations to meet clients' broad financial needs. Since markets and clients' lives are never static, we assist clients in making informed decisions regarding:
*stock concentration exposure,
*estate planning services (wealth transfer, trust and insurance),
*college planning, and
*asset and liability management.
|Margot Michalski, Wealth Management Advisor and Portfolio Advisor, joined Merrill Lynch in 1998 as a Financial Advisor. She holds the designations of CERTIFIED FINANCIAL PLANNERTM(CFP®)* professional and Chartered Retirement Planning CounselorSM(CRPC®)** and has also earned her Series 7 and 66 FINRA registrations.
Margot started her career in finance in 1980 when she joined a major money center bank's credit training program. She was a Commercial Banker for over a decade prior to becoming a Senior Financial Advisor at Merrill Lynch.
Margot is a Board Member of Abilis, a non profit organization that serves individuals with special needs and their families in the Greenwich/Stamford/Darien area. She is also a member of The Economic Club of New York; Network 20/20; and Chase Alumni Association. Her interests include advocacy for people with special needs, travel, art, theater, and outdoor sports.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER TM and CFP(R)professional in the U.S., which it awards to indviduals who successfully complete the CFP Board's intial and ongoing certification requirements.
**Chartered Retirement Planning CounselorSM and CRPC(R)are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Maryland
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
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.
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.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
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.
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.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
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.
We will work to help you stay on track, regardless of what the markets are doing.