Edna has been at Merrill Lynch Wealth Management for over 30 years. She has a commitment to developing strong ongoing relationships with each client and to provide financial guidance as life situations change. She is focused on helping clients achieve their personal and financial goals, incorporating wealth management strategies that are consistent with their unique objectives and risk/reward tolerance. Edna works with individuals and families on education, retirement and estate planning issues in conjunction with the clients’ CPAs and attorneys. She also works with small businesses and non-profit organizations. She received a Bachelor of Science Degree from Cornell University and a Master of Business Administration from Baruch College.
We aspire every day to honor Charles Merrill’s commitment to putting clients’ interests first. We also believe in giving back to the community. Through educational and arts organizations, we work to help area citizens through volunteering..
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.
