E Marie Broussard
As a Senior Financial Advisor with Merrill Lynch Wealth Management in Milwaukee, I work with individuals, families, and business owners to develop personalized financial strategies that support their long-term goals.
I have a particular focus on serving healthcare professionals in private practice—especially women and professionals of color—who are navigating the financial complexities of practice ownership, acquisition, and expansion. I provide guidance on retirement planning, tax-efficient strategies, and long-term financial planning, collaborating with a network of attorneys, CPAs, and other professionals to help ensure my clients receive comprehensive support.
I’m committed to delivering thoughtful advice and building lasting relationships grounded in trust, transparency, and a deep understanding of each client’s unique journey.
My mission is to empower healthcare professionals and business owners—especially women and people of color—to achieve financial confidence and clarity. I start by listening deeply to your goals and understanding what matters most to you, whether that's building a thriving practice, planning for retirement, or creating a lasting legacy. Together, we design a personalized strategy that helps you grow and protect your wealth while managing risk. My approach focuses on actionable solutions that turn your aspirations 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.
