I joined Merrill Lynch in 1996 after receiving my M.B.A. degree from Lake Erie College in Ohio. Prior to that, I worked as a paralegal for three years at a Wall Street law firm and for two years as a safety and risk management consultant. As a Merrill Lynch Financial Advisor, I am part of a team that helps manage more than $140 million in assets and liabilities for successful individuals, retirees, non-profit organizations, and closely held businesses. We accomplish this by using investment techniques and opportunities available through Merrill Lynch including stocks, bonds, mutual funds, and credit management. Our team develops financial strategies for retirement, college education funding, estate planning, survivor protection, income protection, and tax planning. Assets are allocated between growth investments, fixed-income investments, and cash or cash equivalent investments to diversify risk and enhance portfolio performance.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com