Prior to joining Merrill, Joselyn served as a coach to many financial advisors to help them build strong client relationships and deliver financial advice in keeping with a client's whole life goals. Her over twenty years of experience in both local and global companies combined with her extensive coaching background has given her the powerful listening skills to help clients identify and make progress toward their individual goals.
Individuals and families work with Joselyn when they are ready to make positive changes to face their financial futures with confidence.
In addition to working with clients at Merrill, Joselyn loves teaching yoga and dance classes in the community and is a grateful supporter of the Cincinnati Ballet. She is a generous volunteer at her church and in the health and wellness community. She is most proud of her sons and grandson.
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.
