DeKalb County Fulton County Gwinnett County Georgia Cobb County Financial Financial - Planner/Advisor Financial - Certified Divorce Financial Analyst Financial - Insurance
After 25 remarkable years working in Manhattan, we made a bold move in 2020, during the pandemic, to relocate our family to the Atlanta area, near my husband's family. As a Merrill Financial Advisor, I bring institutional-level investment skills to clients, and help busy people prioritize wealth planning. I am registered in various states, while metro New York and Atlanta are core regions of focus. Many clients are financial professionals themselves, or manage other professional careers and businesses.
I'M COMMITTED TO:
-Helping clients navigate life transitions, such as preparing for retirement or taking control of their finances after divorce or the death of a spouse. It's gratifying to see them approach the next phase of their financial lives with confidence.
-Bringing families together for conversations where younger generations can learn the financial values the family wants to preserve.
-Creating an environment where clients feel comfortable sharing personal details. I encourage open, honest, productive conversations that avoid financial jargon.
-Building client relationships that often begin, or may result in friendships.
-An active lifestyle that includes tennis and group fitness classes.
-Networking with women at different stages of their lives through the Roswell Woman's Club, Brookfield Women's Club and business associates in the Greater North Fulton Chamber of Commerce.
-Spending family time with my husband, two teenage boys and our Labrador Retriever.
PLEASE CONNECT WITH ME IF YOU'RE LOOKING FOR: An experienced, empathetic financial advisor who can offer forward-thinking strategic guidance on a range of wealth management concerns.
678-393-3032 or firstname.lastname@example.org
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
CERTIFIED FINANCIAL PLANNER