We look to assist clients of net worth with investment planning, retirement planning, and legacy and inheritance planning. We welcome the client's tax and legal advisors in the planning process.
Clients have between $1 million and $25 million in investable assets, some understanding of investing and the financial markets, and a view typically longer than 3 years.
As investors, we seek to preserve capital, grow the invested assets in accordance with the client's risk tolerance, and provide returns sufficient to meet, and exceed, our client's planning goals over time.
We have an open door policy, and each client is invited to visit, or call, whenever they wish, or at scheduled review times, as is their preference.
Sample Client Roster:
Company Retirement Plans in the tri-state area,
Families of High Net Worth in the tri-state area,
Single, Divorced, and Career women in the tri-state area,
Retirees, in the tri-state area
Memberships: Chartered Financial Analysts (CFA) Institute, Stamford (CT) Society of Investment Analysts.
Pamela joined Merrill Lynch in 2005, and has been serving clients in this capacity since 1993. She earned the Chartered Retirement Planning Counselor “TM” designation from the College of Financial Planning in 2006. She earned her undergraduate degree in Art History from Purchase College, New York, and is an active member of its alumni. Pamela and her family live in Darien, CT, where she loves to bake, cook, garden, decorate, watch foreign films, and run.