Carolyn Bain Ottenbreit is a Vice President and Senior Financial Advisor with the Sparta, New Jersey, office of Merrill. She is a CERTIFIED FINANCIAL PLANNER™ professional.*Carolyn works with a select group of affluent clients, helping them to manage all aspects of their finances and investments. Drawing on the global resources of Merrill, Carolyn is able to provide a wide array of investment services including retirement planning, estate planning services, tax planning and investment management. She is supported by a team of Merrill and Bank of America specialists who provide in depth expertise in each of these areas and work closely with her clients' tax and legal advisors.Carolyn graduated from Princeton University with a major in Philosophy and received an M.B.A. from The Wharton School of the University of Pennsylvania, with a concentration in Finance. She joined Merrill in 1986. After spending 10 years in corporate finance, she joined the Private Client Group in 1996.
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.
