The Easton, Md. branch welcomes the opportunity to demonstrate why we believe we can make a significant difference in your life through goals-based wealth management strategies, including retirement income planning and access to philanthropic services through Bank of America.
The financial advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.
Our Branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by having clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create financial strategies designed to meet their long-term objectives.
Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local Branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.
As a Merrill Lynch Wealth Management client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.
Our deeply committed financial advisors call upon Merrill's tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.
Senior Vice President
Business Financial Advisor
CIMA, CRPS, CPFA
As a dedicated team member, Beth has been a Client Associate at Merrill Lynch since 1994 becoming registered in 2012. Today, she supports clients with a variety of operational and account maintenance services, and understands their needs and requests. She provides a familiar voice and face that enhances the client experience with attention to detail and quick responses.
Beth earned her bachelor’s degree in economics from the University of Maryland, Baltimore County. She is active in her local church and preparing her daughter for college. In her days away from the office she enjoys watching her daughter compete at horse shows, traveling, and relaxing at home. Beth and her daughter Sarah reside in Trappe.
Kara graduated from Salisbury University in December of 2016 majoring in Finance and Financial Planning. She joined Merrill Lynch in September of 2016 as a Client Associate and later became a Registered Client Associate in 2017. She is an enthusiastic team member who provides clients with account maintenance and service matters. She brings a cheerful ambiance to the office and is eager to learn something new every day.
Kara is originally from Kent Island, MD and currently resides in Easton with her husband, Bill. She enjoys sewing and quilting, baking, and watching the Washington Capitals, Baltimore Orioles, and the Baltimore Ravens in her spare time.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Wealth Managment Advisor, you should consider the opportunity to become one yourself.
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
We help you support the financial aspects of a client’s life, focused on providing individually customized investment strategies and wealth management advice, products and services.
Our size and scope offers access to a wide range of technology, intellectual capital and marketing resources designed to help build your business and enhance client relationships.
Merrill Lynch has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.