Details:
A virtual, lively, and informative discussion on todays financial markets and how they might fit into your portfolio. Julia Strayer and Liz Maccarone will lead a lively and informative discussion on todays financial markets and how they might fit into your portfolio. This is a virtual program that takes place over Zoom. As the date approaches, you will receive an email with the Zoom link. About the Presenters Julia Strayer,CPWA, CIMA, CRPC Senior Vice President, Wealth Management Advisor. Prior to joining Merrill Lynch Wealth Management in 2000, Julia was a vice president and private banker for BankBostons Private Bank for 7 years, responsible for asset management and trust services. Previously, Julia worked in marketing for 9 years with Merrill. Julia has a BA from Ohio State University and an MBA from New York Universitys Stern School of Business. Julia has appeared on the CNBC show Power Lunch, CBS This Morning, WGCHs Women in Business, in addition to featured articles in USA Today. Liz Maccarone, CRPC Senior Financial Advisor. Liz joined Merrill Lynch Wealth Management in 2012. Liz works closely with high-net-worth individuals and their families to create personalized and comprehensive strategies that support their goals, including investment management, retirement planning, liability management, and multigenerational planning. Liz values the importance of establishing and cultivating relationships with families including the next generation. Liz graduated from Fairfield University with a dual bachelors degree in Finance and Marketing. She began her career working at a boutique investment firm as a Business Development Associate, specializing in commodities and futures trading. To stay informed, sign up for one or all of our eNewsletters!Clickhere.
Advanced Event Data:
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Event Tags:
adult services,adults,finances,financial markets,multigenerational planning,retirement planning,wealth management,women and money,women and money roundtable - how to make sense of today's financial markets
Event Categories:
Business
Event ID:
6a32fb94e6893f1f1d70db2d
