Clarisse strives for excellence in assisting families, individuals and successful business owners in the development of robust, long-term financial strategies. She believes in using a holistic approach to wealth management and works with clients to devise customized strategies to manage risk, create liquidity, provide for education and retirement needs, and transfer wealth to loved ones.
Her goal is to thoroughly understand every client's unique financial priorities so that she may earn his/her trust. She prides herself on following a disciplined, four-step wealth management process tailored to each client’s needs and built on time-tested investment principles while allowing the flexibility to adapt to a rapidly changing economic climate. Her service model at Merrill encompasses both the intimacy and personalized attention of a boutique and the global resources of one of the world’s largest financial services firms. Working with a team of specialists, she is able to help simplify the complexity in clients’ financial lives so they can concentrate on fulfilling their dreams.
Clarisse is a CERTIFIED FINANCIAL PLANNER® professional. She joined Merrill in 2012. She holds a Ph.D. degree in Nuclear Physics from the University of South Carolina. She earned an Executive MBA degree at Cleveland State University. Her Bachelor of Science degree is from the University of Paris in France. Prior to joining Merrill, she held a position in Technical Marketing at Saint-Gobain Crystals and worked as a Research Scientist at Michigan State University. She has numerous scientific publications. She applies the scientific rigor gained through her education and prior roles to the delivery of her wealth management services and abides by the principle that the interests of clients always come first.
She follows the deep-seated Merrill tradition of participating in the communities we serve.
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.