Ellen Nastase is a Vice President and Senior Financial Advisor in Irvine. She helps provide financial solutions for her investors based upon their risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation.
Ellen’s wealth management philosophy places the investor front and center—while maintaining a focus on the market. She believes that her job is to preserve and grow her clients’ wealth through wealth management planning. Ellen focuses on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them. She then offers investment advice and financial strategies guided by your life goals, risk tolerance, time horizon, and liquidity needs. Ellen focuses on creating retirement, college education, and cash management planning.
Ellen joined Merrill Lynch Wealth Management in 2005. She is a graduate of the University of Bucharest, with a Bachelor’s Degree in Literature and she has an MBA from the Woodbury University.
Ellen lives in Huntington Beach with her husband Adrian, and loves visiting her daughter Laura and her family on the East Coast. She enjoys international travel, acrylic painting and walking on the beach.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
