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 advisors at the 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 planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America’s estate planning services, while working with your outside professionals, such as accountants and tax attorneys.
The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.
Through our volunteerism and charitable outreach, the 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 investing insights of Merrill, a disciplined wealth planning 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.
As a dedicated team member, Beth has been a Wealth Management 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. Now that her daughter has graduated from the University of South Carolina, on her days away from the office she enjoys traveling, gardening and relaxing at home. Beth resides in Trappe.
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 became a Registered Wealth Management Client Associate in June 2020.
Rachel is originally from Chester, MD and now resides in Wye Mills, MD. She enjoys spending time outdoors, being around animals, crafting, playing music, and reading.
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.