Karen Stark
I am a Merrill Lynch Wealth Management Advisor who enjoys helping families, women, and business owners fulfill their financial potential and live their best life. What you do now will impact you down the road. I work to strengthen your ability to prepare for the future while also living for today. To do so, I focus on thoroughly understanding your goals and prioritizing your needs in order to achieve your financial objectives.
My mission, first and foremost, is to understand you and what matters most to you. My focus is on developing strategies and recommendations for individuals, their families and their businesses to help them pursue their short term and long term financial goals. Before any financial decisions are made, I take the time to fully understand who you are and what matters most to you as an individual and as a business professional. Whether it is career transition, education, retirement or estate planning services, I have the training and resources to assist you. My approach to wealth management is consultative and committed to excellence. Leveraging the resources of Merrill, I am prepared to address each client's financial situation. With your unique situation in mind, I develop an appropriate strategy and provide recommendations that connect all the pieces of your financial life. I conduct regular reviews with you to help you track your progress toward reaching your goals and keeps your strategies consistent with any changes that may take place in your life and business.
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.
