Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

Merrill Personal Wealth Analysis® can help us build and document your personalized plan, centered on your goals and focused on what you want to achieve.

Profile

Hi, I’m Brittany Stivale. The fact that you’ve landed on my website tells me you’ve been searching for answers, guidance, and help regarding your personal and/or business finances. I’m so glad you found me.

I’m not your traditional financial advisor. In addition to providing investment advice, guidance and sophisticated wealth management strategies, I can also cover current, up-to-date topics including present-day portfolio theory, active management, stock options, alternatives, and socially responsible investing. I see my strengths as helping a broad spectrum of people avoid unnecessary financial worries and guiding them to live a meaningful life unique to their own dreams and desires.

My personalized approach is fun, relatable, informative, and organized. When it comes to money and finances, I believe education and compassion are key. I make sure to talk through any topics you may not understand, organize information in a way that makes sense, always look out for your best interest, never judge, and even when it’s tough, tell you the things you may need to hear.  

After earning national recognition for the rapid growth and success of the paint contracting business I founded during college, I decided to pursue my first love of finance. In 2014, I joined a boutique wealth management firm in Philadelphia and then moved to Redlands, California, before returning to the east coast and joining Merrill Lynch Wealth Management in 2017. Through hard work and determination, I built my business from scratch. Today I work with a broad spectrum of unique clients who seek help organizing and simplifying their financial lives. 

After graduating from Franklin and Marshall College in Pennsylvania with a major in business and a minor in economics in two and a half years, I decided to pursue several professional designations. Today, I hold the Accredited Asset Management Specialist AAMS, Accredited Wealth Management Advisor AWMA, and Chartered Retirement Planning Counselor CRPC designations. I’m also a Senior Portfolio Advisor who can help clients pursue their objectives by managing investment strategies on a discretionary basis.

In my time away from the office, I’m the membership chairperson of the Delco Property Investors Club, an ambassador for the Delaware County Chamber of Commerce, a council member of the Franklin and Marshall College Delaware Alumni Chapter, and co-president of the Tri-State Chapter of Women’s Exchange at Merrill.

If you’re fun, upbeat, and see the value in working with a compassionate, relatable, hands-on Advisor, give me a call. I’d love to chat!



*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

  • EDUCATION

    Franklin & Marshall College

Professional Staff

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.

Additional Resources

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.

Elizabeth M Burlinson

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #364508

Christopher Caradec

Wealth Strategies Advisor

Bank of America, N.A.

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

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Welcome

At Merrill Lynch Wealth Management, 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 Wealth Management 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 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.

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.