Yulia Kuzenko
Yulia Kuzenko is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management in Sarasota, Florida. With a background in banking and economics and a Master of Science in Economics, she brings a broad understanding of global markets and disciplined portfolio management to her work.
Yulia helps professionals, business owners, and families manage concentrated stock positions, evaluate opportunities in alternative investments, and align their portfolios with long-term and legacy goals. Her approach blends technical insight with education and transparency, helping clients make informed, confident decisions.
She holds the Accredited Asset Management Specialist™, AAMS™ and Chartered Retirement Planning Counselor™, CRPC™ designations. Active in her community, Yulia is a member of Impact100 SRQ, a women’s philanthropic organization, and volunteers with youth literacy programs that promote empowerment and lifelong learning through TeamUp/Rocking Reader.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
