Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Marina has been with Merrill Lynch in New York, NY since the start of her career in 2012. She has thoroughly dedicated herself to helping clients pursue the goals that matter the most to them, integrating a fresh perspective and an exceptional level of service to wealth management. Marina is originally from California, and relocated to New York after being selected to join a Merrill Lynch team ranked as one of the top 100 Financial Advisors in the United States. She has since immersed herself in the knowledge that the financial capital of the world has to offer.
Marina works closely with clients to identify their life priorities, and then provides them with customized financial recommendations and portfolios to fit their personal circumstances and their own unique feelings and attitudes. She is focused on delivering a consultative strategy, while also understanding the human side. Her relationships are collaborations—with full transparency, high standards, a sense of purpose and simple conversations. Marina’s commitment to excellence and ability to solve complex financial problems has also led her to involvement with multiple Merrill Lynch teams.
Understanding the importance of simplicity, Marina works tirelessly to help ensure convenience without compromising quality of service. By applying the investment insights of Merrill Lynch and offering access to Bank of America's products and services, she is able to help her clients with various aspects of their financial lives beyond traditional investing—including home financing, retirement planning, banking, education funding, credit and lending solutions, and estate strategies.
Marina holds the Chartered Retirement Planning CounselorSM (CRPC®)designation in addition to being a fully registered Financial Advisor. She is a graduate of the University of California, Riverside and holds a Bachelor of Arts in Political Science. In her spare time, Marina actively plays in a basketball league and coaches a team of young girls in the West Village
|*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.