Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Brittany Stivale moved from Southern California to join Merrill Lynch Wealth Management as a Financial Advisor in 2017. She is now a Financial Advisor and a Senior Portfolio Advisor, and holds three designations: Accredited Asset Management Specialist℠ (AAMS®), Accredited Wealth Management Advisor℠ (AWMA®), and Chartered Retirement Planning Counselor℠ (CRPC®).
Brittany has been in the financial services industry since 2014 and worked previously for two boutique wealth management firms in Philadelphia and Los Angeles. She came to Merrill because she believes it provides a more complete platform for wealth management, including investment research, an enhanced technology platform, and access to strategic specialists. She is dedicated to helping families with their wealth and retirement management through goal-based wealth management, centered on the principles of integrity, objectivity, and honesty. Serving proudly as a Financial Advisor and Senior Portfolio Advisor, she passionately seeks to educate her clients on the fundamentals of establishing and pursuing their short and long term visions. Brittany has a broad client base focused on business owners and pre-retirees.
Prior to joining the financial services industry, Brittany started and ran a paint contracting business that eventually grew to twelve offices. She received national recognition for her rapid growth and success. She graduated from Franklin and Marshall College (F&M) with a major in Business and a minor in Economics in two and a half years. Currently, Brittany participates as the Co-Membership Chair of Delco Property Investors Club, as an ambassador for the Delaware County Chamber of Commerce, and as a council member of the F&M Delaware Alumni Chapter.
*AAMS®, AWMA®, and CRPC® are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries.
*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.
Franklin & Marshall College
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
Bank of America, N.A.
December 17th, 2020|2:00 PM - 3:00 PM EDT
What a vaccine, changes in Washington and a shifting geopolitical landscape could mean for the global economy, the markets and our financial lives.
November 17th, 2020|2:00 PM - 3:00 PM EDT
October 14th, 2020|3:00 PM - 4:00 PM EDT
2020 Portfolio and Market Updates
Please join Derek Harris, Head of Wealth Management Portfolios for BofA Research for a lively discussion on the current market environment. He will discuss the market effects of the upcoming election and both the risks and the opportunities in the market by leveraging recent reports from Bank of America’s world-class Research department. As a visual aid, we will feature key tables and charts on the screen to help illustrate their talking points. In addition to market commentary, we will also cover how we are actively managing each of the 7 Research portfolio strategies – Income, Income & Growth, Growth, International, Midcap, Endeavor (Small cap) and Large Cap Defensive.
Please register for the event.
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.
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We will work to help you stay on track, regardless of what the markets are doing.
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