Louise joined Bank of America in 2005 as a Financial Center manager and transitioned to Merrill Lynch Wealth Management in 2020 as a Financial Advisor. Her areas of emphasis are wealth management strategies, liability management, insurance and investment management. She helps assist clients on estate planning issues, portfolio development, tax minimization strategies, as well as lending solutions through Bank of America. Louise received a degree in Information Technology at Cegep du Vieux-Montreal in Canada. Louise is also a senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
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.
