Chandelle Volo
I have over a decade of experience in wealth management and focus on goals-based financial planning to create personalized roadmaps that help my clients achieve long-term success. I hold a degree in Organizational Leadership from the University of Central Oklahoma and am currently pursuing a Master in Business Administration at UCO.
Passionate about empowering others through financial education, I combine my knowledge with a dedication to personalized service. I leverage the resources of my team, banking convenience of Bank of America and investment resources of Merrill Lynch Wealth Management, to provide comprehensive financial strategies to my clients.
Outside of work, I enjoy remodeling my home, spending time with family and friends and giving back to my community.
Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.
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.
