Bridge to a more bullish future?

In just 15 minutes, our strategists offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.

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Profile

Ericka entered the financial industry in 2018 and focuses exclusively on advising company-sponsored Retirement Plans. She assists companies with managing a strong and efficient Plan, placing an emphasis on providing retirement education and quality advisory services to Plan Sponsors and their employees. Formerly a math teacher she believes empowering people with the knowledge to make informed decisions is essential for preparing for a Successful Retirement.

  • EDUCATION

    University of Colorado - Boulder

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

As Retirement Benefits Consultants our focus resides on providing strategies and potential solutions to enhance how you manage and implement your Plan. We strive to combine your vision with our knowledge of the ever-evolving retirement industry, so you feel confident the Plan you are offering is truly an employee benefit.

Our Philosophy

We take an educational approach to all we do for our Clients and their employees, believing that our service model not only impacts the lives of those we directly work with, but that is also may inspire others in the industry to improve their offering as well. Our model is rooted in the firm belief that every Plan and every employee deserves access to high quality and transparent advisory services.  

Our Process

We dedicate our time and energy to help Sponsors comprehend and fulfill their Fiduciary role, assisting with navigating the complexities around Compliance, Recordkeeping, Fees, Investments, and Employee Education. Unpacking how each of these components are currently structured for your Plan helps identify opportunities for enhancement. Our team works closely with your vendor partners, acting as a central hub for your Plan to help ensure efficient processes are in place. We remain the day-to-day contact for our Plan Sponsors, fielding questions and tasks to the appropriate channels and advocating on your behalf for timely follow-up and resolutions.

We meet regularly with your committee to review, Investment Performance, Plan Health metrics, and Fees. These visits afford targeted time to assess ongoing needs of your Plan while also fulfilling your Fiduciary role of operating the plan prudently and in the best interest of participants and beneficiaries.

We pride ourselves on being actively involved with your employees through both group and individual meetings. We whole-heartedly believe that retirement planning is a contact sport that requires exceptional financial guidance. Working with an experienced advisory team builds the confidence your employees deserve when they make vital choices shaping the path of their retirement. We offer a continuation of services when your employees are ready to transition from a ‘saver’ to a ‘spender.’ Our Merrill advisors are experienced and committed to excellence when it comes to assisting individuals with building, executing, and managing a retirement income plan strategy.

Staying on Track

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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      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.

      Why Merrill?

      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.


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      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.

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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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.