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Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
I have dedicated my career to making a difference in people's financial lives. One of my biggest pleasures is helping my clients through life's most important, joyful and difficult moments. Whether that be transitioning to full-time or part-time retirement, sending children off to college, losing a loved one, planning wealth transfer or being introduced to recent college graduates in the family to talk about wise financial decision making when first entering the workforce. As a Merrill Financial Advisor, I serve as a trusted resource to each of my clients so that they may rely on me for financial advice and guidance in their pursuit of personal, financial and professional success.
My professional credentials and education history, as well as my commitment to further pursue learning, highlight my passion for the subject of finance and wealth management. Being an immigrant from Russia with no family close by, I know what it feels like to have to figure out a new system and learn to assimilate in a very short period of time. A lot of my clients are also immigrants and I am grateful for the opportunity to share my knowledge and experience as people face unknown's in various decision making throughout different life stages.
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.
English & Russian
University of Massachusetts System
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.
Alternative Investments Regional Specialist
Bank of America, N.A.
Wealth Strategies Advisor
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
February 15th, 2024|5:00 PM EST
Please join us for a virtual seminar. We will discuss planning for pre- and post- retirement healthcare costs, Medicare at a glance, how your income affects Medicare, and long-term care costs and considerations. The seminar will conclude with a Q&A session
Please register using the link below:
https://goto.webex.com/goto/onstage/g.php?MTID=eeba5c1f8f391eca7d9e7cc2080aacd9f
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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.
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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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