Bea joined Merrill Lynch Wealth Management in 1998. She has collaborated with her clients for over 25 years, quarterbacking across their financial stages --- from investments, credit, insurance to estate planning. Bea works closely with individuals, families, institutions and non-profit organizations. Complementing John’s experience, Bea focuses on maximizing asset growth while minimizing tax impact in order to optimize long-term wealth preservation. Her approach to financial planning and single-minded dedication in helping her clients secure their financial health has netted generational relationships grounded on trust and integrity.
She is based in Manhattan and has boundless curiosity that has taken her all the way up to the Arctic circle.
Bea joined Merrill Lynch Wealth Management in 1998. She has collaborated with her clients for over 25 years, quarterbacking across their financial stages --- from investments, credit, insurance to estate planning services. Bea works closely with individuals, families, institutions and non-profit organizations. Complementing John's experience, Bea focuses on maximizing asset growth while minimizing tax impact in order to optimize long-term wealth preservation. Her approach to financial planning and single-minded dedication in helping her clients secure their financial health has netted generational relationships grounded on trust and integrity.She is based in Manhattan and has boundless curiosity that has taken her all the way up to the Arctic circle.
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.
