Carrie joined Merrill Lynch Wealth Management in 2016 after working as an attorney for nearly 20 years. Carrie provides clients advice regarding financial strategies, estate planning services, insurance needs and business succession planning and she offers particular acumen in wealth management that compliments a client’s complex trust and estate plans as well as working with clients post-divorce to reassess and restructure their financial lives . Carrie earned her B.A. from Harvard University and her J.D. from Suffolk University Law School.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
