Cindy is a Senior Financial Advisor with the Polis Jerome Group and has been with the company since 2002. She earned her Bachelor of Science degree in Communications from Southern Illinois University. Cindy focuses on our team’s Goals Based Wealth Management approach in helping all clients pursue their goals and allow a better understanding of their individual needs. She has built long-standing relationships with clients through an extensive understanding of services offered by Merrill.
Cindy resides in Parrish with her husband Tim and they have two daughters, Kelsea and Madison, and two Shih Tzu's~ Bandit & Stella~. She enjoys traveling and spending time with her family and friends.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
