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 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 highly experienced and knowledgeable Merrill Lynch team. 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 & 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 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, banking, education funding, credit and lending solutions, and estate strategies.
Marina holds the Chartered Retirement Plan CounselorSM (CRPC®) designation. She is a graduate of the University of California, Riverside and holds a B.A. in Political Science. In her spare time, Marina is active in a basketball league & coaches a team of girls in the West Village.
*CRPC® and Chartered Retirement Planning Counselor SM are registered service marks of the College for Financial Planning
*NMLS ID 1572626
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.