Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Marybeth Henry began her career in financial service in 1977 serving institutional clients seeking to enhance returns on pension and endowment portfolios. She managed portfolios for in her former career as an institutional portfolio manager. Marybeth was also a Director of Manager Research at Salomon Smith Barney Consulting Group where she participated in selecting and reviewing money management firms.
Marybeth is driven by a desire to help investors succeed in achieving their financial objectives. As a previous client of Merrill, Marybeth was fully aware of unsurpassed research capabilities in global fixed income and currencies. Now, as an advisor to high net worth individuals, she is eager to allow clients to discover the treasure trove of resources at Merrill that are available for portfolios that are diversified across all asset classes. Her focus has always been to design rugged and reliable portfolios that resonate with the needs and wants of her clients.
Her practice at Merrill is focused on asset allocation strategies utilizing traditional and where appropriate, other asset classes. By following an investment discipline within the Merrill context, Marybeth assists investors in choosing their personal path to financial independence. She has developed extensive knowledge in retirement planning, especially for executives in transition who need to judiciously roll assets from a defined contribution or defined benefit plan to an IRA. Client relationships grow from intensive study and listening to formulate the best response for the individual client's benefit.
Prior to joining Merrill, Marybeth pursued an MBA in Finance at NYU Stern School of Business, graduating in 2005. While at Stern, she was privileged to publish in the Stern Journal. She is also a graduate of both the University of Southern California and Rosemont College.
*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.
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.
New York University
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.
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