Online: Women and Money Roundtable

Program Type:

Business & Finance

Age Group:

Adults
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Program Description

Description

Women And Money Roundtable: How To Make Sense Of Today's Financial Markets

Julia Strayer and Liz Maccarone will lead a lively and informative discussion on today’s financial markets and how they might fit into your portfolio.

About the Presenters

Julia Strayer, CPWA®, CIMA®, CRPC® Senior Vice President, Wealth Management Advisor.  Prior to joining Merrill Lynch Wealth Management in 2000, Julia was a vice president and private banker for BankBoston’s Private Bank for 7 years, responsible for asset management and trust services. Previously, Julia worked in marketing for 9 years with Merrill. 

Liz Maccarone, CRPC® Senior Financial Advisor.  Liz joined Merrill Lynch Wealth Management in 2012. Liz works closely with high-net-worth individuals and their families to create personalized and comprehensive strategies that support their goals, including investment management, retirement planning, liability management, and multigenerational planning. 

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