Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Whatever your personal goals may be, I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.
Suzanne R. Katz, CFP®
Wealth Management Advisor
Phone: (212) 284-5857
Fax: (212) 553-2404
Suzanne is a Wealth Management Advisor with Merrill Lynch Wealth Management, with 16 years of experience in the financial services industry. She develops strategies for high-net-worth individuals, many of whom are women who are balancing multiple priorities, to define and achieve their most important goals. Together, and often in conjunction with their legal and tax advisors, Suzanne helps clients address the issues that are most meaningful to them, including business ownership, support for children and/or grandchildren, equitable and tax-efficient wealth transfer, lifestyle maintenance in retirement, and eldercare concerns for themselves or family members.
Suzanne is a Portfolio Manager* in the Merrill Lynch Investment Advisory Program. In addition to recommending suitable investment strategies, Suzanne's planning process addresses insurance needs, including life, disability, and long-term care, and she is certified through New York State's Partnership for Long Term Care. Clients also have access to lending and banking services in partnership with Bank of America, N.A. Suzanne holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as Series 7, 63, 65, and 3 FINRA registrations.
Suzanne holds an M.B.A and a Master of International Affairs from Columbia University, and Bachelor of Arts degrees from Barnard College and the Jewish Theological Seminary. She serves as the president of the Board of Trustees of her children's school, is a past chair of a Barnard entrepreneurs alumnae group, BEnet, and is a president emeritus of her synagogue. Suzanne lives with her husband and children in New York City.
Columbia Business School
Columbia School of International and Public Affairs
The Jewish Theological Seminary of America
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.