Perspective matters. As your wealth becomes more significant, the decisions you face become more involved. Having an additional perspective on those decisions can expand your opportunity set and alert you to potential pitfalls.

Trained as an engineer, I bring a distinctive perspective to managing and stewarding your wealth. I continually look for ways to optimize your situation-to do things smarter, better, and more efficiently. At the same time, I enjoy connecting deeply with you and your priorities, recognizing that life does not always square neatly with facts and numbers. Bridging both sides-mind and heart, rationality and intuition-comes naturally to me.

I serve as a Merrill Wealth Management Advisor to individuals, couples, and families. I work well with decision-makers: people who recognize value in moving beyond "business as usual" to pursue what is best for themselves, their companies, and their loved ones. My team and I have particular depth advising business owners, professionals, and executives. I believe these clients see my work as integral to their decision-making process, saving them precious time and connecting them to new ideas.
Complexity does not daunt me. I am a problem solver. I like to unwind intricate situations, helping clients chart a clear path toward their objectives. Clients look to me for assistance with sophisticated needs-preparing a business for sale, diversifying a concentrated portfolio, structuring a long-term legacy, or financing a luxury good acquisition. I support my clients with the knowledge and insight I have gained from serving a demanding and accomplished clientele.

WHAT YOU CAN EXPECT FROM ME:
I am restless in my efforts to enhance your situation.
I will bring you a new perspective on the issues you care about.
I understand your time is precious; I will not waste it.

I enjoy connecting with dynamic and interesting people. Reach me directly at elena_popova@ml.com, 415-676-2609.