Financial Advisor, CRPC®
Global Wealth Management
Venera has been in the financial services industry since 1980 and joined Merrill Lynch in 2010. She is dedicated to providing clients with the finest, individually tailored approach to financial and investment strategies. Venera joined Merrill Lynch Wealth Management to continue her efforts of assisting people meet their financial goals and objectives, and to that end, her focus is on developing strategies and solutions for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals.
Venera's approach to wealth management is consultative, objective, and committed to excellence. She is always cognizant of each client's values,time horizon, liquidity needs, risk tolerance, and overall investment obejectives by helping her clients navigate through the significant changes in life. Her emphasis and value is to fully understand what matters most too each client and assists them to stay on track. By focusing on the client’s needs, and being pro-active, Venera helps her clients enjoy consistent returns without the kind of volatility that can sometimes make investing an anxious experience. Regular reviews of the progress made, will ensure that the plan and the objectives are in line toward reaching established goals.
Venera is adept at providing a variety of financial products and services (including advanced planning, such as wealth transfer and asset protection services.), and able to offer a full complement of lifestyle services. Additionally, Venera's extensive banking background allows her to create a balanced approach, offering customized, personal and business depository and credit solutions. She is dedicated to providing the highest possible level of service; cultivating the development of multi-generational relationships through consultation. Venera welcomes the opportunity to include the client's other family advisors, to achieve the best solutions for the client. Confidentiality and integrity are respected and upheld
Venera is very involved in the Community. Currently she is on the Board of North East Ohio Medical University, and dedicates additional efforts to the Diabetes Partnership of Greater Cleveland, The Ireland Cancer Center, The Beachwood Chamber, W.I.N, and Elite Professional Women. Venera is a past member of the Board Advisors of Richmond Hts. Christian School, and of One Life Ministries. Venera attended Mary Wood College, and Cleveland State University. She resides with her husband and two children.