Judith Miara has more than 25 years’ experience in banking and finance and in debt capital markets, and over a decade working with established and early stage businesses. She joined Merrill Lynch Wealth Management in 2020 to focus on helping clients develop potential financial solutions for their individual circumstances and to provide investment guidance for individuals, their families and their businesses.
Her comprehensive approach to managing wealth begins with getting to know a client and the client’s family, financial situation and what matters most to them and then creating a customized wealth management approach that can be flexible as their needs and market conditions change.
Judith became qualified as a Certified Exit Planning (CEPA) professional to help identify, preserve, build, harvest and manage wealth to assist business owners and their families through an ownership transition, and to have even more tools, methods, and approaches to help business owners accelerate value and improve transition outcomes when that time comes.
In any environment you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals. Working with you, she offers access to the investment insights of Merrill, along with the banking services and lending solutions of Bank of America.
Judith currently lives in New York after living, working and raising her family in Chicago, Tel Aviv and London, UK. She was and remains involved in community organizations wherever she lives. Ballet is a passion and she also enjoys theater, movies and her college book club. Outdoors she enjoys biking, walking and river tubing upstate. But nothing beats spending time with her grown children in Colorado and Tel Aviv.
As a Merrill Lynch Wealth Management Advisor, I offer advice based on your goals and priorities– for yourself, your family, and your business. While life may be turbulent, my process always starts and ends with planning. Goals may shift and evolve, but we always return to what is most important to you and combine that with a 360 degree review of your financial balance sheet. We work together to arrive at a plan that serves you -- setting a sound financial core to grow and preserve your wealth, providing security for you, your family and the life you want, whatever may be happening around you.My experience informs the value I add to my clients' lives. I bring 25+ years in banking and finance, over a decade working as a partner and a consultant with early stage ventures in healthcare, renewable energy and fintech, and living, working and raising a family in three countries. I use the breadth and depth of my experience to add perspective to and understanding of markets, their cyclicality and a wide range of individual and personal life choices.
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.
