Lauri Meizler

Lauri Meizler, Financial Advisor at Merrill, engages her clients in growing and preserving their assets while emboldening them to live their best lives as leaders, philanthropists and advocates.

Lauri works with high net worth clients and provides responsive and customized service on all aspects of their balance sheet. Her high touch service enables her clients to focus on their interests, such as growing their businesses, pursuing hobbies, contributing philanthropically and spending quality time with their family, friends and community. She has built a formidable wealth management business leveraging her extensive and highly successful financial experience, including receiving the Institutional Investor ranking while she worked for several year as an equity analyst. She has a strong interest in socially responsible/ESG investing.

Lauri is also a budding entrepreneur and health enthusiast. She received her health coach certification from the Institute for Integrated Nutrition, and practiced as a health coach for nine years. During that time, she founded an award winning company. As a result, Lauri has a deep understanding of the challenges involved in operating a business.

 Lauri resides with her four children in Needham, Massachusetts. She is an avid runner and practices yoga regularly. She graduated from Georgetown University and received an M.B.A. from Columbia Business School with a Merit Scholarship from the Financial Women's Association. She is a judge and mentor for MassChallenge, the largest business accelerator. She is on the Steering Committee for the Extraordinary Women Advancing Healthcare Awards in Massachusetts and the Board of the Friends of the IDF. She is active in the community, including sitting on other nonprofit boards.


*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.