Program Type:Classes & Workshops
Join Financial Advisors Julia Strayer and Liz Maccarone for a four-part, easy-to-follow discussion on how to make sense of today’s financial markets. They will cover the latest market news and how that might affect your financial decisions. Julia and Liz will also provide background and context for understanding why market movement occurs, and strategies for keeping ahead of what might come.
The webinars take place on Wednesdays at 1 PM: March 15, April 12, May 10 and June 14. Please register for each talk.
This series is hosted by Darien Library.
Register here: https://darienlibrary.zoom.us/webinar/register/WN_eK_MuDSSTWyRKQ5II6cBEg
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.