Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure they meet their goals.
I have been helping people of all ages backgrounds with retirement planning, income during retirement, long term health care needs, educational funding, borrowing, tax minimization, charitable contributions, and wealth transfer/estate planning services.
We have access to a team of specialists to achieve all of your desired goals.
I have been working with business to assist them in retirement plans and to help them reduce their costs and maximize their returns.
We can provide access to fiduciary services through the Firm’s Investment Advisory Program on the Merrill One platform.
I will take the time to ask intelligent questions that you might not have an answer for yet. Understanding your life will help us formulate a plan for your future.
Having helped friends and family in many financial area’s of their lives I chose my career in the financial services industry. It was important to me to educate and guide people to have a strong financial foundation and to then build upon that.
This will be the foundation for your strategy that helps you and your family pursue your personal and financial goals. We will not take unnecessary investment risk and continue to monitor your progress and adjust as needed. This will keep you on track to succeed!
Every single person I plan for has their own unique set of circumstances. Most of us have the same goals and aspirations.
Merrill Lynch is the leading firm for market research and due diligence.
A full financial strategy looks at the whole balance sheet. Budget planning is a key aspect that we will discuss when determining your income needs in the future.
We can provide you with fiduciary services through the Firm’s Investment Advisory Program on the Merrill One platform.
Is ESG on your mind? We can create a portfolio that is environmentally friendly, socially mindful and has companies with ethical governance.
Starting and maintaining your path to financial success can only be accomplished by us once you reach out to us and make an appointment. Algorithms do not get to know your family, can not come to you in a time of need and usually don’t ask you personalized questions. Take it a step further and meet with a financial professional. Respect the past that has brought you here today and value your future and request an appointment today.
Ellen holds the Series 7, 63 and 65 FINRA registrations. She has been in the business for several years and can help you achieve your financial goals. She is a graduate from Mount Diablo Valley College with an accounting concentration. Ellen currently volunteers for the North Castle Historical Society and is a member of WEDC Senior Providers Network.
I follow the core values at Merrill Lynch in regards to giving back to the communities we serve. This drives my interest in spending time volunteering and fundraising for organizations in our community.
We are also involved in the communities in which we serve, volunteering leadership and staff for organizations involved with Historical Societies. Please contact us to learn more about how we work to make a positive impact on your financial life.
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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.