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 approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income 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 helping 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 potential financial solutions designed to help meet their long-term
Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities 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 client, you have access to the knowledge and experience of industry-skilled 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 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
Wealth Management Advisor
As a dedicated team member, Beth has been a Client Associate at Merrill Lynch Wealth Management 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.
Emily joined Merrill Lynch Wealth Management in May of 2016 as a Client Associate for The Pritchett Group. She enjoys building relationships with the clients while assisting them with their financial needs. She handles the administrative duties for her team and works closely with them to offer their clients a holistic approach to wealth management.
In her free time she enjoys hosting family gatherings, traveling, and spending time with her friends. Emily currently resides a few miles outside of her hometown of Chestertown, MD with her fiancé John and her adorable Cavalier King Charles Spaniel, Riley.
Rachel graduated from University of Maryland, College Park in December of 2018, majoring in Accounting and Business Management. She joined Merrill Lynch Wealth Management in November of 2018 as a Client Associate. She provides clients with account assistance and everyday needs. She is eager to become a Registered Client Associate.
Rachel is originally from Kent Island, MD and still resides there with her family. She enjoys spending time outdoors, being around animals, crafting, playing music, paddle boarding, and reading.
Jess joined The Thrush-Thrift Group at Merrill Lynch Wealth Management as a Client Associate in December of 2019. She is responsible for providing clients with a high level of service in various operational and administrative areas. She is committed to supporting meaningful, productive client relationships and assisting in simplifying their financial lives.
Jess earned her Bachelor’s degree in Graphic Design from Salisbury University. A native of Rochester, NY, Jess now calls Easton, MD home. In her spare time, Jess enjoys sailing, traveling, and spending time with her family and friends.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address 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 financial 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 approaches and wealth management advice, products and services.
Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.
Merrill Lynch Wealth Management 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.