Suzanne R. Katz, CFP®, CEPA, CDFA®Vice PresidentWealth Management AdvisorPortfolio ManagerPhone: (212) 284-5857Fax: (212) 553-2404Email: suzanne.katz@ml.comSuzanne is a Wealth Management Advisor with Merrill Lynch Wealth Management, with 22 years of experience in the financial services industry. She develops strategies for high-net-worth individuals, many of whom are women who are balancing multiple priorities, to define and achieve their most important goals. Together, and often in conjunction with their legal and tax advisors, Suzanne helps clients address the issues that are most meaningful to them, including business ownership and exit planning, support for children and/or grandchildren, equitable and tax-efficient wealth transfer, lifestyle maintenance in retirement, and eldercare concerns for themselves or family members.Suzanne is a Portfolio Manager* in the Merrill Lynch Investment Advisory Program. In addition to recommending appropriate investment strategies, Suzanne's planning process addresses insurance needs, including life, disability, and long-term care, and she is certified through New York State's Partnership for Long Term Care. Clients also have access to lending and banking services in partnership with Bank of America, N.A. Suzanne holds the CERTIFIED FINANCIAL PLANNER^® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as Series 7, 63, 65, and 3 FINRA registrations.Suzanne holds an M.B.A and a Master of International Affairs from Columbia University, and Bachelor of Arts degrees from Barnard College and the Jewish Theological Seminary. She is a past president of the Board of Trustees of her children's school, is a past chair of a Barnard entrepreneurs alumnae group, BEnet, and is a president emeritus of her synagogue, where she currently serves on the investment committee. Suzanne lives with her husband and children in New York City.*Suzanne 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 Lynch Wealth Management 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.