Elaine has been in the financial services industry since 1985 and joined Merrill Lynch Wealth Management in 1993. She crafts customized wealth management strategies for a select group of clientele which includes affluent medical and IT professionals and successful business owners.

These strategies include estate planning services, investments, tax minimization, wealth preservation and transfer, education planning and retirement income. Clients also have access to a Wealth Management Lending Officer through Bank of America, N.A., who can provide strategic and personalized banking guidance focused on your needs. The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products. *NMLS ID 522869

Elaine finds the most joy in getting to know each and every one of the clients, not as a collection of numbers and graphs, but as real people looking for real life financial answers. Over the years, the clients and Elaine have become lifelong friends. They share in the joy of the birth of a grandchild and the sorrow of the death of a loved one.

Currently residing in Lexington with her husband and son, Elaine and her family enjoy spending time exploring New England. They support the movement eating locally grown food and find the most pleasure in tasting the many unique ice cream flavors offered by the local farm stands.