As a Senior Financial Advisor with the Kaplan/Scudday Group at Merrill Lynch Wealth Management, Emily works with clients to understand their current financial situation and assist them in pursuing their future financial goals. Emily is dedicated and focused on connecting all aspects of our clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
Emily believes that planning our clients’ financial futures should involve getting more than just mere investment advice. Rather, she believes in the value of a one-on-one relationship with our clients, where she is committed to knowing who you are and what you’re trying to accomplish. Her advice and strategies are guided by what’s important to you, and her own success is defined by client's satisfaction over time. Her approach is simple, transparent and is supported by experienced investment research and guidance.
Prior to joining Merrill, Emily was a real estate, probate and estate-planning attorney in San Diego, California. She earned a Juris Doctor degree from Thomas Jefferson School of Law, and is a member of the California State Bar. Prior to law school, she attended the University of Virginia in Charlottesville, VA where she graduated with a Bachelor of Art in Economics and History. In her free time, she enjoys traveling, being outdoors, running, and practicing yoga.
|*Disclaimer: Emily Sekulic is prohibited from providing any legal and/or tax advice in her capacity as a Financial Advisor at Merrill.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
