Managing Wealth at Merrill Lynch...
Join us for an Up Close & Virtual® Interview with Linda Marcelli. She is the Director of the Merrill Lynch, Tampa Bay Complex managing a group of about 200 including financial consultants, support team and leadership team who service High Net Worth Clients and Business Owners in growing and managing their wealth. Ms. Marcelli shares with us her perspective on a career in financial services and her strategies for success in the industry. Read the interview....
Tell us briefly about your company, your area of expertise and responsibilities:
Merrill Lynch manages wealth. We work with wealthy individuals and their families, many of whom are business owners, professionals or corporate executives. We help them manage their wealth, which includes helping to develop a financial plan and making sure all of their lending is done properly. We ensure that all the different areas of asset management are done carefully, taking into consideration the client’s risk tolerance and life goals. We also help them to do estate planning, to make sure their wealth is distributed the way they want it to be.
In the early part of our relationship we help them do college planning for children and grandchildren, and we also do retirement planning and estate trusts.
If you read about ML, there’s a phrase called Total Merrill: we work with the individual and the family to make sure their money works for them.
I manage the Tampa Bay complex, a group of about 200 fine individuals -- financial consultants, a support team and a leadership team.
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