Kristin M. Marusza, CFP®, CRPC
First Vice President
Wealth Management Advisor
Portfolio Manager
Kristin has been in the financial services industry since 1991 and joined Merrill in 2006. Her focus is on developing strategies for high net worth individuals, their families and their businesses to help them meet their short and long term financial goals.
Kristin is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by building and managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage her strategies on a discretionary basis.
Kristin is a 1992 graduate of Canisius College, with a B.S. in marketing and an M.B.A. in 1997. She also holds a CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning CounselorTM designation.
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.
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.
