Evienna Lee-Escanilla
As a Financial Advisor in Oak Brook, IL, I help individuals and families build financial clarity through personalized retirement planning, investment guidance, and wealth‑management strategies.
With experience in banking, credit, and accounting, I offer practical, goals‑based advice designed to align your finances with the life you want to build. If you’re searching for a trusted financial advisor in Oak Brook or the greater Chicago area, I’m here to provide clear, customized support at every stage.
I do not provide tax advice in my current role at Merrill.
Individuals, Families, and Small Businesses
I believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
Women
Women face unique financial journeys — balancing careers, caregiving, family planning, and long-term goals. Whether you're navigating a transition, building wealth independently, or planning for your family's future, I create a space where you can feel heard, informed, and empowered. Together, we'll turn your values into a plan that is designed to build both security and confidence.
Filipinos and Other Immigrants
As a Filipina and immigrant myself, I understand the cultural values and financial concerns unique to those who are new to the U.S. system. Whether you're starting fresh, building wealth for your family, or supporting loved ones abroad, I offer a safe space to ask questions, plan with confidence, and feel understood. I speak Tagalog and Bicol, allowing deeper, more personal conversations that build trust and clarity around your financial life.
Medical Professionals
Your focus is on caring for others — mine is on helping you build and protect your financial health. From managing complex compensation structures to student debt, retirement planning, and investment planning, I work with physicians, nurses, and other healthcare professionals to simplify decision-making and plan around your demanding career. You take care of patients — I'll help take care of your financial future.
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.
