Sally Danna Abell, CFA®
Vice President
Wealth Management Advisor
Sally has been in the financial services industry since 1984. She joined Merrill Lynch Wealth Management in 2006. She custom manages portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth.
Sally helps clients determine long term financial goals. Then she implements customized investment strategies, such as a sound retirement income strategy using options.
Sally is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage her strategies on a discretionary basis.
Sally is a 1981 graduate of State University of New York at Buffalo, with a B.S. in engineering. She earned the designation of Chartered Financial Analyst® (CFA®) in 1996. She is a co-founder and former president of The CFA® Society of Buffalo.
Sally enjoys tennis, piano, church choir, bicycling and travel. She and her husband, Lee Abell, live in Buffalo, New York with their two children.
* CFA® and Chartered Financial Analyst® are registered trademarks of the CFA® Institute.
* Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.
My mission is to understand you and your priorities. I take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. I then help you design, implement and regularly review a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. My wealth management approach is about using wealth to help turn goals into reality. When you succeed, I succeed.
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.
