Lora Robertson
Prior to joining Merrill in Wealth Management, Lora had a successful career covering institutional clients at AIG, Chase and Goldman Sachs. She spent 17 years at Goldman Sachs where she was a Partner, overseeing the Global Foreign Exchange Sales business. She lived in NYC and London in this global role. Lora earned her Bachelor's Degree from Princeton University where she captained the Cross Country and Track teams. She continues to stay close to her alma mater as Co-President of Friends of Princeton Track. She holds the FINRA Series 7 and 66 registrations. Lora lives in Riverside, CT with her family.
I have the experience, knowledge and tools to understand your current financial situation and to help you create potential strategies designed to pursue your short- and long-term goals. A range of capabilities is offered to you, including retirement income planning and potential wealth transfer solutions from Merrill with access to trust and estate planning services and philanthropic solutions through Bank of America.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
