Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Marion has worked in financial services since 1980, joining Merrill Lynch Wealth Management 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 employee who most fully serves as an essential resource to his or her clients. Marion served as National co-Chair of the Women's Exchange, which provides a forum for women at Merrill to promote and enhance both personal and career development.
Marion began as a financial advisor in the Merrill Lynch Wealth Management 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 Wealth Management 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 Counselor designation. She completed 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.
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.
Forbes "America's Top Women Wealth Advisors"
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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.