Karen A. Ostarticki, Financial Advisor/Senior Portfolio Advisor, also has experience helping clients manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank for clients’ trust and estate planning services needs and Bank of America for clients’ credit and lending needs.
In addition, she can work with clients' attorneys, accountants and other advisors to help coordinate their financial and legacy approach.
She lives and works in Bedminster, NJ, enjoying an active lifestyle. She is the Membership Director for Central NJ chapter of the LPGA Amateurs and is connected with women's groups through local Chambers of Commerce and church.
She is the proud mom of Sebastian, a graduate of The Wharton School of Business at UPENN. Family and faith are the cornerstones of her daily living.
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your 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.
