Elisabeth joined Merrill Lynch Wealth Management in 2018, after three years in the financial analysis industry. She is a partner in the Novick Dewailly Group at Merrill, where she focuses on impact investing - a form of investing that can deliver market-rate returns while also creating social and community benefit. Her focus is on developing tailored strategies to help clients pursue short- and long-term goals for a select group of high-net-worth individuals, their families, and their businesses.
Elisabeth graduated from Harvard College with a BA concentrating in Stem Cell Biology and a secondary in Computer Science.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
