We strive to provide affluent clients with a personalized investment experience through wealth management planning. By working closely with a team of Merrill specialists, we provide highly customized financial recommendations to meet clients' broad financial needs. Since markets and clients' lives are never static, we assist clients in making informed decisions regarding:
*investments, *stock concentration exposure, *retirement planning, *estate planning services (wealth transfer, trust and insurance), *college planning, and *asset and liability management.
|Margot Michalski, Wealth Management Advisor and Senior Portfolio Advisor, joined Merrill Lynch Wealth Management in 1998 as a Financial Advisor. She holds the designation of CERTIFIED FINANCIAL PLANNER®, CFP® professional and has also earned her Series 7 and 66 FINRA registrations.
Margot started her career in finance in 1980 when she joined a major money center bank's credit training program. She was a Commercial Banker for over a decade prior to becoming a Senior Financial Advisor at Merrill Lynch Wealth Management.
Margot is a Board Member of Abilis, a non profit organization that serves individuals with special needs and their families in the Greenwich/Stamford/Darien area. She is also a member of The Economic Club of New York and Network 20/20. Her interests include advocacy for people with special needs, travel, art, theater, and outdoor sports.
A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Great wealth is not an end in itself. It is a way by which you can decide what you want to accomplish and with whom you wish to collaborate to pursue your goals. Our team is highly experienced about the challenges faced by individuals with substantial wealth.
A limited client base helps ensure that substantial time and energy can be devoted to assessing and tailoring individual strategies for you. It also allows the team to be responsive to your personal goals and focus on those services that contribute to simplifying your financial life. We believe the value delivered to you reaches well beyond investment management; it extends to the advice and guidance that may be of assistance in nearly every aspect of your financial life.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
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.
