Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes. We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Ann is a seasoned financial advisor with expertise in serving high-net-worth individuals, families, and organizations. She boasts a comprehensive set of designations, including the Accredited Wealth Manager (AWMA™), Chartered Financial Consultant® (ChFC®), and Accredited Domestic Partnership Advisor™ (ADPA™) credentials.
Irrespective of your personal circumstances – be it single, married, in a domestic partnership, divorced, with or without children – everyone requires a well-structured financial plan to secure their future and retirement. Establishing a robust Wealth Plan instills the financial confidence necessary to enjoy the fruits of your labor and leave a lasting legacy through philanthropy or future generations.
Ann and her dedicated team prioritize client education and engagement, investing whatever time is necessary to address clients' immediate concerns and encouraging proactive adjustments to benefit both short-term and long-term objectives. Leveraging their experience, education, and client-centric approach, they help individuals, families, and institutions realize their financial aspirations. This involves constructing and managing diversified portfolios while ensuring the availability of liquidity for immediate working capital needs.
Ann's mission as an advisor is to facilitate the achievement of her clients' goals and aspirations. She takes immense pride in finding innovative solutions that surmount their financial challenges while maintaining the highest standards of professionalism in the financial advisory industry.
Marymount College
Pace University
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Strategies Advisor
Bank of America, N.A.
Senior Investment Advisory Specialist
Merrill
Wealth Management Banking Specialist
Merrill
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and 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 Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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