Janet Flack
Janet Flack joined Merrill Lynch Wealth Management in 1984 and is a Senior Vice President-Wealth Management Advisor and a CIMA® professional focusing on investment management consulting. This longevity and stability reflect the consistent, enduring relationships she works hard to support. Janet focuses on developing customized financial strategies, addressing clients' retirement and estate planning needs, and overseeing investment manager search and selection.
She graduated Magna Cum Laude from Winona State University with a bachelor's degree in business administration and a minor in economics. In 2002, she earned the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute, and taught in conjunction with The Wharton School, University of Pennsylvania.
- Certified Investment Management Analyst® (CIMA®) designee since 2002, sponsored by the Investments & Wealth Institute™
- Professional coursework completed in Foundations of Investment Management at the Stanford University Graduate School of Business in 2011
Outside of work, she enjoys gardening, cooking, reading, and travel. Janet and her husband Rich (who is also her work partner) are proud supporters of Veterans causes such as Tee It Up for the Troops, the Wounded Warrior Project, and the Tunnels to Towers Foundation, as well as supporting breast cancer awareness and support through their donations to the Join the Journey Organization.
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.
