Angela Linder joined Merrill in 2007 and has over 16 years in the financial services industry. Today she focuses on serving multi-generational, high net worth families and business owners. Her goal is to help clients pursue their personal goals, such as planning for and funding their children’s educations, helping to ensure that their money lasts in retirement, planning for their potential health care costs and managing the transfer of wealth to the younger generation.
Angela follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns, and priorities. She believes that communication is instrumental to success in managing life’s challenges. That’s why she will work to engage families in the financial decision-making process. Communicating openly with family members on the sometimes difficult subject of wealth can be a challenge. Angela can help facilitate these discussions and offer opportunities to educate the younger generation about how assets may be invested. Passionate about delivering excellent service, Angela earned the Chartered Retirement Planning Counselor, CRPC™ designation from the College for Financial Planning Institutes Corp. in 2014.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.