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Florence Torson-Hart
Senior Financial Advisor
Devoted to providing a more meaningful and insightful wealth management approach than clients have found elsewhere, Florence Torson-Hart has become a “go-to” resource for an affluent clientele that’s grown by way of referrals. They include physicians and attorneys (and their practices), executives, independent women, business owners (and their 401k plans), non-profits, and families with special needs children.
“I need to understand the dynamics of an individual.” Florence explains. “What drives them and what concerns them? By listening to what a client articulates (and needs help articulating), I can be more sensitive in structuring a wealth management strategy that embraces the ‘people and passions’ in their life.”
Using what she calls “actionable” BofA Global research, Florence crafts each client’s portfolio based on market considerations and clients’ personal preferences. Leveraging the firm’s vast resources and specialists, she helps clients look forward – to desirable outcomes for retirement, wealth transfer and philanthropy. To align efforts for tax minimization and estate planning strategies, Florence can coordinate with clients’ CPAs and attorneys. She also provides access to residential and securities-based lending through Bank of America, N.A.
“I see my role as positioning clients for the future. Many can benefit from a reliable income stream in retirement. Others want to help children get started in a business or purchase their first home. I’m proud to help clients move from Point A to Point B,” Florence adds. “Bringing my integrity and transparency to client families is a privilege.”
Prior to joining Merrill Lynch Wealth Management in 2010, Florence was the CEO and founder of a successful multi-media company in Ghana. She has extensive experience in advertising, public relations, marketing, publishing and content programming. Florence graduated from Drexel University with a Dual MBA and a concentration in Financial Management and Accounting. She also holds a Bachelor’s degree in Publishing with a Marketing and Editing focus.
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
Drexel University
University of Science and Technology
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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.
Wealth Strategies Advisor
Bank of America, N.A.
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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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