Isioma Medua,
Financial AdvisorNMLS #1883780
Managing your money can be overwhelming. With priorities ranging from retirement, to paying for college, to taking care of elderly parents, to preparing for your own healthcare needs, it’s a lot of competing demands to juggle. That’s where I come in. My name is Isioma Medua, and as a Merrill Financial Advisor, I work with you one-on-one to define your goals and choose a portfolio strategy designed to help you reach them. I am here for ongoing advice, and as your situation changes, we can adapt your portfolio to change with it.
Welcome
As a Financial Advisor with Merrill Lynch Wealth Management, I'm proud to care about the clients I serve. Looking beyond their investments, I also look at my clients as people and appreciate their proudest achievements, greatest concerns, and what they would like to achieve five and ten years down the road.
In addition to my years of experience in banking and finance, I believe my service philosophy is a key reason why clients choose to work with me. I have considerable experience recommending wealth management strategies to help negotiate life's turning points, both the ones you can prepare for and those that come as a surprise, such as illness, death, or divorce.
From investment management and retirement income planning strategies, to concentrated stock, legacy planning and estate planning strategies, the depth and breadth of my knowledge is reflected in the multi-pronged approach I take and the results I deliver. Whether you're in the accumulation or distribution phase of your financial life, there's no better time than now – to think strategically, purposely, and collaboratively about desired outcomes for you and future generations. Let's work together to help you achieve your goals.
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.
