Elise H. Anderson is a fifth generation Coloradoan and values those roots. As a curious person and a life-long learner, she has grown a deep understanding of portfolio management and the multiple considerations that make up a client’s financial life. Through compassion and empathy, Elise will ask the smart, and sometimes challenging, questions to understand her client’s situation. This dedication to understanding enables her to find the best tools and resources for her clients, leading them to have the clarity to make good financial decisions for themselves and their families. I am honored to follow the Merrill tradition of participating in the communities we serve. This drives my passion to volunteer with organizations in our community. My community involvement includes the Grand Junction Symphony Orchestra, Grand Junction Symphony Guild, PEO, Delta Egyptian Theater, Colorado West Estate Planning Council, St. Mary’s Foundation Estate Planning Council and Support-A-Soldier.
Money—how you invest and how you manage a portfolio—is a skill. People are inspired to learn these skills during the most dynamic moments of change. But that's when it's too late to learn a new skill. I teach my clients to be proactive so that when crisis arrives, they are ready.
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.