Julia Strayer
,
Senior Vice President, Wealth Management Advisor
301 Tresser Blvd
Stamford, CT 06901
203.356.8808
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My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
Profile

Prior to joining Merrill Lynch Wealth Management in 2000, Julia was a vice president and private banker for BankBoston’s Private Bank for 7 years, responsible for asset management and trust services. Previously, Julia worked in marketing for 9 years with Merrill. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business. Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
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About Me
Welcome

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.

Meet Our Professional Staff
Catherine Tanzilli,

CRPC™, CTFA

Senior Vice President, Wealth Management Advisor
203.356.8806
Elizabeth Maccarone,

CRPC™, SE-AWMA™

Vice President, Senior Financial Advisor
203.356.8807
Huw D Rose
Registered Senior Wealth Management Client Associate
203.356.8804
Eric Michael Esposito
Wealth Management Client Associate
203.356.8805
About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Julia Strayer is registered to do business in AR, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, NC, NH, NJ, NV, NY, OH, OK, PA, RI, TN, TX, VA, VT, WA.