Claudia has been a part of the financial services industry since 2005 and joined Merrill Lynch in 2006.
She focuses on clients’ goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement her ability to help clients pursue the financial lifestyle that is most meaningful to them.
Claudia is a problem solver who works to simplify high-net-worth clients’ financial lives. She assists clients in identifying and prioritizing their various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes. She is also a firm believer in paying close attention to both sides of a client’s balance sheet, which is why she offers access to a Wealth Management Banker from Bank of America, N.A., who can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into overall investment strategies. She works hard to gain clients’ trust and is committed to helping optimize their resources so they can make the most of what they have.
Claudia is also approved as a Portfolio Advisor, for specially qualified Merrill Lynch financial advisors who can use a wide range of proprietary model portfolio strategies to help clients meet their investment objectives. She is a graduate of Mills College where she received a B.A. in Economics, and a Masters in Business Administration. Claudia is actively involved in the community. Claudia is a native San Franciscan where she currently resides with her husband and sons.