Lucy began her financial services career with Merrill in 2002. She is a member of Freeman-O'Connell Wealth Management Group, a team of financial advisors with over 50 years of industry experience, servicing the Northeast Ohio and Akron communities. As a Wealth Management Advisor on the team, she continues to provide outstanding support to clients and the team with the utmost integrity. As a visionary on the team, she helps clients organize their finances so they can fulfill dreams. She does this through a deeper discovery process to identify and prioritize a way to help meet each client’s short and long term financial goals. In addition, Lucy is a CERTIFIED FINANCIAL PLANNER™ certificant awarded by the Certified Financial Board of Standards, Inc.
She attended John Carroll University on an academic scholarship and received her degree in Industrial Business Management from the University of Akron. She is married with two children and two granddaughters. She enjoys spending time with her family. Her hobbies are soccer and reading.
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.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.