The Women and Money Roundtable is a monthly financial literacy program designed to educate women of any age about the financial matters that affect their lives. Please click here to register with Darien Library to receive the Zoom link.
Bios:
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. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business. Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today.
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. Liz values the importance of establishing and cultivating relationships with families including the next generation.
Liz graduated from Fairfield University with a dual bachelor’s degree in Finance and Marketing. She began her career working at a boutique investment firm as a Business Development Associate, specializing in commodities and futures trading.
Date:
Wednesday, September 14, 2022
Time:
1:00pm - 2:00pm
Time Zone:
Eastern Time - US & Canada (change)
Branch:
Trumbull Library
Audience:
Adults
Categories:
Financial Planning
Original source can be found here.
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