Nicole A. McDonald
Your financial life should reflect your values and aspirations. That belief is at the heart of everything I do. As a Financial Advisor with Merrill Lynch Wealth Management, I partner with individuals, families, and organizations to create strategies that align money with meaning, so you can move forward with clarity and confidence. Helping others isn’t just my profession, it’s who I am.
My path to wealth management began in the hospitality industry, where I learned the power of listening and delivering exceptional experiences. When the COVID-19 pandemic changed everything, I asked myself: How can I use these skills to make a lasting impact? That question led me to a career where I could combine my passion for investing with the art of personalized service.
Today, I leverage my hospitality experience and financial expertise to provide guidance that is as personalized as it is strategic. Clients rely on me for support in areas such as retirement planning, wealth preservation, and strategies for mission-driven organizations, all delivered through a concierge-level experience tailored to their unique goals.
Areas of Focus
- Retirement Planning Strategies
- Guidance for Families and Mission-Driven Organizations
- Financial Strategies for Business Owners
Your financial journey deserves more than a plan; it deserves a partner who listens, cares, and delivers with precision.
While virtually all investors can receive help pursuing their unique financial goals, my primary focus is on working with women investors. Whether you're contemplating retirement, deciding on a career change, wondering if you can afford to fund a child's education or care for an aging parent, the process begins by getting to know you and understanding how prepared you may be to pursue your financial journey.
Your goals, your family and your finances are interrelated, and your financial future and that of your family can be shaped by the decisions you make. Listening carefully to your priorities the team can help you take the steps necessary to move forward. We can help you with strategies for healthcare costs (even if you're decades away from retirement), and help you evaluate whether your income is sufficient to meet living expenses without having to make lifestyle adjustments. With a dedicated advisor at your side you can gain personalized investment strategies from Merrill, with access to the extensive banking capabilities of Bank of America.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
As a business owner, you're the architect of your company's success. You've poured your time, energy, and passion into building something of value. But have you spent the same amount of effort on a fi...
As a business owner, you're the architect of your company's success. You've poured your time, energy, and passion into building something of value. But have you spent the same amount of effort on a fi...
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.
