Genie is currently a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. For more than twenty years, Genie has provided wealth management and comprehensive investment advisory services to affluent families. corporate executives, non-profit organizations, endowments and foundations, as well as high-net-worth individuals.  

Her extensive experience in investments, retirement and estate planning services, asset preservation, risk management, concentrated/restricted stocks, trusts, as well as portfolio construction and management. 

Genie's wealth management philosophy integrates customized financial strategies to help clients better prepare for potential market downturns and unprecedented levels of financial uncertainty so that they are better prepared to reach their lifelong goals and wealth accumulation objectives.  

While tapping into the investment insights and resources at Merrill, I am able to address the changing aspects of clients' financial lives, while providing the best in client services. 

Genie has been the recipient of numerous recognition awards in the financial services industry.  For the past few years, Genie has received the distinguished invitation and honor of attending Barron's Top Women Financial Advisor conference which underscores the nation's top Women Wealth Management Advisors.  She has also been featured in numerous publications on the topic of financial planning and portfolio management.  Today, she continues to serve as a guest speaker for numerous organizations on the importance of wealth creation and financial planning.
Our advisors and Wealth Management Client Associates are actively involved in the communities they serve. They devote significant time, energy and resources to help create positive change in the areas in which they live and work. Our team is enthusiastically involved with assisting charitable organizations such as Dress for Success or Big Brothers, Big Sisters..