Illana is a Senior Financial Advisor in the Garden City, New York Merrill office. As a Senior Financial Advisor, Illana focuses on total wealth management and provides guidance for multidimensional personal and business finances. Illana has a defined process by which she works with each client. She insists on understanding the specific situations of the people she works with; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions that are based on the client's risk tolerance,time horizon, liquidity needs, overall investment goals, and the costs associated with the recommendation, and then review the progress the client is making toward reaching those goals and objectives. With Illana, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Illana meets regularly with clients to help ensure their financial lives are consistent with their personal circumstances.

Illana is a graduate of Queens College with a BA in Accounting. She has been in the financial services industry and with Merrill Lynch Wealth Management since 2000. Prior to joining Merrill, Illana was an accountant with a local CPA Firm. Please note that she does not provide tax advice. She lives in Great Neck, New York with her husband and four children.
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.