RACHEL CORONEL
As a Merrill Financial Advisor, Rachel offers advice based on your goals and priorities–not only for yourself, but for your family and business. Her ability to collaborate places you—not the market—at the center of your work together. Rachel can help you understand the pros and cons of every decision, and help you maintain discipline so you can effectively pursue your goals. As your needs or market conditions change, Rachel will work with you to adjust your plan. Prior to her 19 years in financial services, Rachel, a native Long Islander, graduated from Columbia University, with a bachelor's degree in political science. She lived in Vermont for several years enjoying the slopes and hiking before moving back to New York. Currently, she lives with her husband and their 3 bilingual children on Long Island. Rachel is involved in the communities in which she serves, volunteering as leadership and staff for organizations involved with education, mentorship of young women, Latino businesses, and autism awareness.
Rachel's approach to investing is grounded in an understanding of you. It all begins with a conversation. She takes the time to get to know you—your children's names, how hard you worked to get where you are, and how you define success. Rachel will work with you to help understand your personal investment style, prioritize your goals, and build an individualized plan that reflects your needs.Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.Rachel believes 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, establish a business, 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* Business: Establishing a business, offering a retirement plan and other employee benefits* Finance: Bringing it all together and defining your financial goalsRachel's industry knowledge and experience helps provide you with: <o:p></o:p> Potential risk management strategies* Trust and estate planning services* Tax-minimization strategies* Access to Bank of America for your credit and banking needsSuccess will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant it.
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.
