Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
1123 MILITARY CUTOFF ROAD
WILMINGTON, NC 28405
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Marion has worked in financial services since 1980, joining Merrill Lynch in 1998, and has focused on providing highly personalized wealth management advice and guidance to affluent individuals and families, as well as to small businesses and institutions.
By adhering to a carefully coordinated goals-based approach, Marion works closely with clients and their tax and legal advisors in a collaborative manner, providing a holistic approach to wealth management. She develops thoughtful and customized strategies for asset and liability management, tax minimization strategies, income and asset preservation, and generational transfers to help clients actively pursue their goals.
Marion was one of the first advisors to win the prestigious David Brady Award in 2007, which is bestowed upon the Merrill Lynch employee who most fully serves as an essential partner to his or her clients. Marion served as National co-Chair of the Women's Exchange, which provides a forum for women in Global Wealth & Investment Management to promote and enhance both personal and career development.
Marion began as a financial advisor in the Merrill Lynch Freehold, New Jersey office. She served as resident director of the downtown Princeton office from 2008 to 2009, returned to the Red Bank complex in 2010,and has just recently relocated to the Merrill Lynch office in Wilmington, NC. Marion graduated from Brown University, and holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Chartered Retirement Planning CounselorSM designation, awarded by The College for Financial Planning. She is a graduate of the Securities Industry Institute Program at The Wharton School of Business, and has more than 25 years of experience in the financial services industry.
In the community, Marion served as a trustee on the CentraState Healthcare Foundation and System Boards in Freehold, as well as a trustee on the Collier Services Foundation Board. She lives in Wilmington, North Carolina with her husband, Ed, and growing family. She enjoys living by the beach and exploring the coastal lifestyle.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
The David Brady Award is an internal award honoring David Brady, who lost his life in the World Trade Center attacks of September 11, 2001. David was a man who exhibited a high standard of excellence and commitment to his clients. The award is given annually to Wealth Management employees who best demonstrate the spirit of partnership and what it means to go beyond expectations in their dedication and commitment to clients.
At Merrill Lynch, we believe that wealth isn't just about the performance of your portfolio—it is about how you live your life and the personally meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. Our advisors draw upon the investment insights of Merrill Lynch thought leaders and can offer access to Bank of America's products and services to help unlock opportunities tailored to clients' needs. Starting with your life priorities as a foundation, your Merrill Lynch advisor can recommend a wide variety of financial strategies to help you pursue your goals, assist in tracking progress and make adjustments along the way, putting you—not the market—at the center of all we do.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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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.
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*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. Merrill Lynch Wealth Management 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 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.