Podcasts about merrill lynch wealth management

Podcast: Book Banter with Dianne Burckhardt - Book Talk PodcastEpisode: S3 EP144: Chad Willardson, Wealth Management Expert and Amazon Bestselling Financial AuthorPub date: 2024-11-13Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationJoin the conversation, text us now. Hello Happy People,We are thrilled to share with you today Dianne's interview with Wealth Management Specialist, Chad Willardson. To say Chad has an impressive background in finance and publishing does not come close to painting an accurate picture of his achievements. He is the President and Founder of Pacific Capital, five-time bestselling author, long-time Certified Financial Fiduciary, and recently launched his latest book, Wealth Wired Differently. Following the success of his previous bestsellers, Fit for Wealth, Stress Free Money, Beyond the Money, and Smart, Not Spoiled, Wealth Wired Differently dives into essential topics for entrepreneurs navigating the financial landscape and looking for the best advice and strategies available. It is easy to understand how Chad could write such books when you look at his own entrepreneurial and financial background. Chad was a senior vice president of investments for Merrill Lynch Wealth Management from 2003–2011. He took that experience and used it as a launching pad for his own ventures. Embracing his entrepreneurial spirit, Chad would go on to create several companies of his own. Besides Pacific Capital, Chad is the Co-founder and Board Member of GravyStack and the Founder and President of Platinum Elevated. Through his businesses, Chad manages more than $1.4 billion in investments, offering specialized services to high-net-worth entrepreneurs. As successful as he is in the field, Chad has first-hand knowledge of what it is like for an entrepreneur to take great financial risks to build a company from concept to a lucrative enterprise. Don't wait, go listen now to learn more about Chad and his work.Chad's WebsiteChad on LinkedInChad on AmazonIf you would like to book an interview with Chad Willardson please contact his PR representative at kymberlee@itssociety22pr.comSupport the showBurckhardtBooks.com: Buy the latest issue: Book Banter Magazine Buy & Read: The Into the West Saga Serial books Subscribe: Our Newsletter About Dianne: Dianne Burckhardt, Award-Winning Indie Author Meet Dianne EP 1: Who Am I? Dianne Burckhardt on Facebook Dianne Burckhardt on TikTok Support Us: FREE options. Learn more, Click here!The podcast and artwork embedded on this page are from Dianne Burckhardt, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

ILEANA MUSA BIO Ileana is Morgan Stanley's Co-Head of International Wealth Management and the Head of International Banking & Lending. In these roles she leads the segment and strategy that focuses on Morgan Stanley's International Client Advisors and international clients to ensure they have access to strategic solutions, services and thought leadership to address both sides of a client's balance sheet. Prior to joining Morgan Stanley she was the Global Client Segment and Strategy executive for Merrill Lynch Wealth Management. She has held leadership roles at the Association of Latino Professionals For America (ALPFA), Cherie Blair Foundation, Florida International University and Zoetic Stage. In 2017 and 2018, she was identified as one of the Top 50 Most Powerful Latinas in the U.S. by Fortune Magazine. On the Advisory Board of the Florida International University Honor's College where students gain access to an education from one of the Top 100 Public Schools in the country. Ileana was recently named to ALPFA's 2019 Most Powerful Latina list for a third year in a row and to Morgan Stanley's 2019 MAKERS class. Ileana received her BBA degree, with a concentration in finance, from the University of Miami and an M.B.A. degree in Finance from Florida International University. Note: Happy Hispanic Heritage Month (HHM) to all. This is the first episode released during HHM 2024 and Ileana is a remarkable member of the Hispanic community in America. RELATED LINKS Morgan Stanley Profile 100 Latinas 2024 Latino Leaders The 500 Most Influential Bloomberg Podcast A La Latina GENERAL INFO| TOP OF THE GAME: Official website: https://topofthegame-thepod.com/ RSS Feed: https://feed.podbean.com/topofthegame-thepod/feed.xml Hosting service show website: https://topofthegame-thepod.podbean.com/ Javier's LinkTree: https://linktr.ee/javiersaade  SUPPORT & CONNECT: LinkedIn: https://www.linkedin.com/showcase/96934564 Facebook: https://www.facebook.com/profile.php?id=61551086203755 Twitter: https://twitter.com/TOPOFGAMEpod Subscribe on Podbean: https://www.podbean.com/site/podcatcher/index/blog/vLKLE1SKjf6G Email us: info@topofthegame-thepod.com   THANK YOU FOR LISTENING – AVAILABLE ON ALL MAJOR PLATFORMS

Tariq Farid built Edible Brands from a single store in 1999 into a flourishing franchise empire that today has nearly 1,000 stores. Now he and his daughter, Somia Farid Silber, who is also now Edible's president, are rebranding, expanding and plotting the company's future. At this year's Atlanta Smart Business Dealmakers Conference, the two sat down with Tom Singh, a managing director and senior resident director with Merrill Lynch Wealth Management, to discuss the company's founding, flourishing and future.

Mary Ellen Garrett, Senior Vice President, Wealth Management Advisor at Merrill Lynch Wealth Management. Her financial and civic life has been a profile of influence and devotion since she joined Merrill in 1985. Highly regarded in the industry and among a loyal and growing clientele, she has built a reputation for caring deeply and sharing […]

Mary Ellen Garrett, Senior Vice President, Wealth Management Advisor at Merrill Lynch Wealth Management. Her financial and civic life has been a profile of influence and devotion since she joined Merrill in 1985. Highly regarded in the industry and among a loyal and growing clientele, she has built a reputation for caring deeply and sharing […] The post Mary Ellen Garrett With Merrill Lynch Wealth Management appeared first on Business RadioX ®.

Podcast: Ultra High Net Worth Clients with Chris Brodhead (LS 34 · TOP 5% what is this?)Episode: #15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific CapitalPub date: 2023-11-17Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham Young University, and the author of three best-selling books. In today's episode, Chris and Chad talk about: How he got his start in the financial industry The art of landing high net-worth clients Financial skills we should be teaching our children Being authentic as an advisor Websites: https://pacificcapital.com/ https://www.chadwillardson.com/ LinkedIn: https://www.linkedin.com/in/chadwillardson/ Instagram: https://www.instagram.com/chad.willardson/ Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356 Chad's Books: Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1 Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0 ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.The podcast and artwork embedded on this page are from Chris Brodhead, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Ultra High Net Worth Clients with Chris Brodhead (LS 34 · TOP 5% what is this?)Episode: #15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific CapitalPub date: 2023-11-17Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham Young University, and the author of three best-selling books. In today's episode, Chris and Chad talk about: How he got his start in the financial industry The art of landing high net-worth clients Financial skills we should be teaching our children Being authentic as an advisor Websites: https://pacificcapital.com/ https://www.chadwillardson.com/ LinkedIn: https://www.linkedin.com/in/chadwillardson/ Instagram: https://www.instagram.com/chad.willardson/ Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356 Chad's Books: Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1 Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0 ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.The podcast and artwork embedded on this page are from Chris Brodhead, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham Young University, and the author of three best-selling books. In today's episode, Chris and Chad talk about: How he got his start in the financial industry The art of landing high net-worth clients Financial skills we should be teaching our children Being authentic as an advisor Websites: https://pacificcapital.com/ https://www.chadwillardson.com/ LinkedIn: https://www.linkedin.com/in/chadwillardson/ Instagram: https://www.instagram.com/chad.willardson/ Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356 Chad's Books: Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1 Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0 ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

In the 100th episode of the InvestmentNews Podcast, Bruce and Jeff go in strong with a big guest, Andy Sieg, president of Merrill Lynch Wealth Management. They address a multitude of topics related to the shift in wealth management from 2021 to 2022, including how firms are hiring and retaining talent, and when it will be time to start raising adviser fees. Guest Bio: Andy Sieg is president of Merrill Wealth Management and a member of Bank of America Corp.'s executive management team. In this role, he oversees more than 25,000 employees who provide investment and wealth management strategies to individuals and businesses across the U.S. Sieg also oversees Bank of America's Investment Solutions Group, which includes the Chief Investment Office and a wide range of thought leadership, product and portfolio offerings and platforms.

Imagine being a mom of three young kids, waking up with a sore throat and stopping by urgent care to make sure it's not strep. Instead of being told yup, it's strep, you're raced to the ER because you don't have a cold or even a virus… you have cancer and your organs are shutting down. This is exactly what happened to our special and brave guest Catherine Dittmer. At first there is denial and annoyance, then lots of anger. In this episode Catherine generously shares her story and how she coped. By sharing her journey, Catherine is on a mission to help others who may be faced with a  terrifying diagnosis. Catherine is a  Leukemia survivor from Iowa where she lives with her husband and three daughters. She sits on several non-profit boards and is very active in philanthropic leadership including the Leukemia and Lymphoma Society, Gilda's Club, Junior Achievement, Better Money Habits, etc. She is a Certified Financial Planning professional with Merrill Lynch Wealth Management where her women-focused team designs financial plans based on the priorities and values of the woman. Catherine loves to read and spends much of her time with a book by her side. Are you a Modern Gen X Woman? Get the Modern Gen X Woman Manifesto. Send me the manifesto! In this episode we're talking about…The real thoughts and emotions that go through your mind when facing a terrifying diagnosisHow despite feeling angry and scared at first, Catherine ultimately made the choice to live and took control of her situation by doing things like donating her hair to Locks of Love, making a music video about it to announce her diagnosis, and writing a children's book for her youngest daughterHow to relinquish control over everything and have grace with yourself in order to focus on fighting for survival. The things Catherine did to keep going and what she wishes she did differently The importance of letting go and letting others helpWhy owning the difficult reactions helps you adapt to difficult situations and empowers you to move forward “I want to be a guiding light for others going through difficult times and hope people can learn from my experiences.” “I made the choice to live” Mentioned in this episode: Become a Stem Cell donor: Donate Marrow or Blood Stem Cells | Be The MatchRed Door Community, Formerly Gilda's Club Locks of Love Follow Catherine Dittmer:  Email: Catherinegdittmer@gmail.comCorp Email: Catherine.dittmer@ml.comInstagram @ catherine.dittmer LinkedIn @ Catherine Dittmer, CFP®, CSRIC®, CPFA® | LinkedInWebsite @ The Hanser-Scott Group| Merrill (ml.com)Want to connect with other Modern Gen X Women? Join our Facebook community Modern Gen X Woman created by Gen X Women for Gen X Women. Be a part of the conversation and get support on your career, business, and life.Get your free copy of our digital magazine, GEN neXt, The Voice of the Modern Gen X Woman. www.moderngenxwoman.com/gennext GEN NeXt is a collection of insights from incredible organizations, women, and industry experts who have dedicated themselves to the same cause—turning up the volume of women 40+. We're not just Gen X we're GEN neXt

The wealth management industry has changed tremendously over the last 20 years, and it's difficult to remember that what we now consider the norm developed over time. Merrill Lynch's shift towards goal-based wealth management transformed the industry and moved beyond a narrow focus on ROI. This new approach better-served clients by prioritizing their actual goals such as supporting family members, buying homes, or securing a comfortable retirement. The firm gained a substantial edge in an industry characterized by uniformity.  The people behind this approach are three wealthtech legends: John Thiel, Executive Advisor and Board Director and former Head of Merrill Lynch Wealth Management, Rich Aneser, Chief Strategy Officer at Envestnet, and John Connors, CEO and Co-Founder of Boathouse. The three discuss their tactics to shift advisors' perspectives in an industry averse to change. In this episode, the three guests talk with Jack about how Total Merrill got started, how they successfully shifted advisors' perspectives, and the challenges of building a business in the wealth management space. Key Takeaways [02:28] - How Total Merrill got started. [07:02] - The challenges of building a business in a well-established industry. [10:03] - How Rich deployed marketing in a meaningful way. [12:35] - How John Connors built Total Merrill's strategy. [17:08] - James Gorman's bright idea. [22:35] - Tactics used to shift advisors' perspectives. [25:26] - How to get people behind embracing a new business strategy. [33:16] - What John Thiel, Rich Aneser, and John Connor are most proud of. [42:22] - John Thiel, Rich Aneser, and John Connor's key takeaways. Quotes [42:22] - “People really want to do something with their money. Their performance is important, but it's only in the context of what they're trying to accomplish. We have to continue to leverage technology capabilities that can better understand risk, especially as things evolve.” ~John Thiel [43:33] - “You can only be a part of something really extraordinary when you're with an extraordinary group of people working towards the same end, and it never gets done alone.” ~ Rich Aneser [44:02] - “There's a lot of incrementalism in today's world, and a lot of people play it conservative and safe. The boldness that the Merrill team exhibited to put the client's interest first to make a big move, to try and change the game. There's not as many opportunities to change the game anymore.” ~ John Connors Links  John Thiel - Board Trustee - Florida State University | LinkedIn John Connors - CEO/Co-Founder - Boathouse | LinkedIn Rich Aneser - Chief Strategy Officer - Envestnet, Inc | LinkedIn James Gorman - Chairman and CEO - Morgan Stanley | LinkedIn Merrill Lynch Boathouse Envestnet Franklin Templeton Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

The Nashville Entrepreneur is proud to have Bank of America as our sponsor of Season 2 of the Twende podcast! Bank of America is advancing racial equity and economic opportunities through investments, grants, and partnerships. On this episode, you'll get to hear from Tyson Moore - President of Bank of American Nashville and Market Executive for Merrill Lynch Wealth Management in Middle Tennessee. Tyson shares his story, the work he's leading at Bank of America to improve the financial lives of entrepreneurs and their 30-year commitment to supplier diversity working with businesses like those in our Twende program.

On this WPN Call #223, Dr. Jim Garlow is joined by three special guests: Kevin Freeman, one of the world's leading experts on economic warfare and financial terrorism, and a Senior Fellow at the Center for Security Policy; Greg Berg, the VP of Merrill Lynch Wealth Management and a Well Versed Board Member; and Pastor Gary Cass, the senior pastor of Christ Community Reformed Church in San Diego, California. They discuss and explain everything we need to know about the recent bank closures and failures.      Dr. Jim Garlow has partnered with Pastor Mario Bramnick and Terry Barnes to bring you World Prayer Network (WPN), which seeks out Holy Spirit given strategies for how to be an effective and contagious Christ-follower in our present national situations. WPN hosts weekly prayer calls to seek out strategies for the transformation of nations, including our own. During these live calls, we share briefings from key leaders and then pray into what we see and hear from the Lord.     Follow us on social media:  facebook.com/wellversedworld twitter: @wellversedworld instagram: @wellversedworld www.wellversedworld.org

Today's episode features Sallie Krawcheck the Co-founder and CEO of Ellevest, a financial company built by women, for women to reach their financial goals. Sallie is one of the highest ranked women ever to have worked on Wall Street, having held posts such as CEO of Smith Barney, CEO of Merrill Lynch Wealth Management, and CFO of Citigroup. She is one of the most-read “Influencers” on LinkedIn and has been profiled as one of Fast Company's “Most Creative People” in business, as well as in The Wall Street Journal, Fortune, Forbes, and more. Ellevest has a community of more than 3 million, raised a $53 million Series B funding round and has $1.5 billion in assets under management. Learn why “nothing bad happens when women have more money.”

Mary Ellen Garrett, Merrill Lynch Wealth Management (North Fulton Business Radio, Episode 608) On this edition of North Fulton Business Radio, Mary Ellen Garrett, Senior Vice President, Wealth Management Advisor with Merrill Lynch Wealth Management and The Garrett Group, joined host John Ray to discuss her work helping families reach their financial goals. She talked […] The post Mary Ellen Garrett, Merrill Lynch Wealth Management appeared first on Business RadioX ®.

The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, President of Merrill Lynch Wealth Management, in a candid one-on-one interview with Mindy Diamond.

Feb. 17, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles. Meet today's guest: Claudia Porter, CFP®, Personal Economic Advisor, Financial Reserve  Today's Topic: What is the value of an economic advisor? Rita asks Claudia: When did you first know you wanted to enter the financial services industry? You pursued an academic career in linguistics. What prompted your career change to the financial services industry later, and how did you do it? What challenges did you overcome in building your new career as a financial advisor? What prompted you to pursue CFP® certification? About our guest: Claudia Porter joined Financial Reserve in 2016. She is a Certified Financial Planner™ professional and holds FINRA Series 7 and 66 licenses with Cambridge Investment Research and life and health licenses. Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from the Georg-August University of Göttingen, followed by a Ph.D. in Applied Linguistics from the Technical University of Braunschweig Carolo-Wilhelmina in Germany. She spent her previous academic career in adult education, teaching linguistics and English to international students in Germany and the U.S. Before joining Financial Reserve, she worked with Merrill Lynch Wealth Management. Claudia is the mother of four boys, Jack, Leonard, Nicholas, and Harry, with whom she enjoys pursuing outdoor activities, tennis, swimming, biking, fishing, and reading. Learn more at: www.financialreserve.com Please note: Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com • Listen to Rita's podcast show, Margaritas with Marguerita, on her radio channel: MargueritaChengRadio.com • Watch all of the show's video episodes on Rita's YouTube channel: www.MargueritaCheng.tv

98% of all victims of domestic violence experience financial abuse.  This type of abuse is one of the most significant barriers keeping women from leaving an abusive relationship and one of the many reasons women return to their abusers.In this week's episode, I interview Claudia Porter, a survivor who has experienced financial abuse and now assists in supporting financial education and independence as a financial advisor.  Claudia shares her story of how financial abuse was used by her abusive partner and how he appealed the financial award all the way to the supreme court of Oregon.  Claudia shares her views on the common pitfalls that victims fall into including the more subtle and covert forms of financial abuse.  She also offers first steps on what women who have recently left their abuser can do to get back on their feet financially and how you can best plan for the litigation process in family court. Claudia joined Financial Reserve in 2016. She is a Certified Financial Planner™ professional and holds FINRA Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses.Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied Linguistics from Technical University of Braunschweig Carolo-Wilhelmina in Germany. She spent her previous academic career in adult education teaching linguistics and English to international students in both in Germany and the U.S. Prior to joining Financial Reserve, she worked with Merrill Lynch Wealth Management.Claudia is the mother of four boys, Jack, Leonard, Nicholas, and Harry, with whom she enjoys spending time pursuing outdoor activities, tennis, swimming, biking, fishing, and reading.Show Links:https://www.linkedin.com/in/claudia-porter-cfp%C2%AE-a55a6434/https://www.nfcc.org/credit-counseling?gclid=EAIaIQobChMIu-i054KV-wIVUi2tBh0nUQRcEAAYASAAEgJUYfD_BwEhttps://www.irs.gov/forms-pubs/about-form-8857www.financialreserve.comWhere to find more from Rising Beyond:https://www.risingbeyondpc.com/ https://www.instagram.com/risingbeyondpc/ https://www.facebook.com/risingbeyondpowerandcontrol https://www.linkedin.com/in/sybil-cummin-lpc-acs-50537791/ https://www.pinterest.com/RisingBeyondPC Our FREE Download a Roadmap to Communicating with your Narcissistic Ex https://www.risingbeyondpc.com/free.html

Having immigrated to the United States at a young age, Ileana Musa learned a lot about a strong work ethic and positive outlook. She grew up a dancer and loved the arts – and thought this is what she'd pursue as a career until her father stepped in and told her she should focus on finance and minor in dance. Fast forward to today, Ileana is the Co-Head of International Wealth Management and the Head of International Banking & Lending for one of the largest financial institutions in the world. She's created a path for herself and shares with us the steps to forming win-win relationships that help us succeed too. Ileana is resourceful and always made do with what she's had. She's found the opportunities in life and believes you can change your own path at any time. She tells stories of how she's connected with people and why sharing your own personal story and vision is vital for this connection. Ileana gives us insights on how to meet setbacks head-on and identify quick wins in order to keep forward momentum. Listen to this podcast if you're struggling and want to find a new way of thinking or build relationships with the right people who can help you reach your goals.  Highlights:  [03:30] Ileana's story [05:16] Decision to pursue a career in financial services  [07:40] Ileana's daily success habits [10:10] Building your personal brand [17:42] Gaining access to influential leaders [23:30] Overcoming fears and limiting beliefs [29:43] Executing on your new opportunity [37:14] Advice on staying ahead of the curve   Quotes: “What's the quality of your work when no one is watching?” – Ileana Musa “The more you share what drives you, the more connectivity you have with people around you.” – Ileana Musa “I will never throw in the towel because of a setback.” – Ileana Musa   About Ileana Musa: Ileana Musa is the Co-Head of International Wealth Management and the Head of International Banking & Lending. In this role she leads the segment and strategy that focuses on Morgan Stanley's International Client Advisors and international clients to ensure they have access to strategic investment, cash management and lending solutions, services and thought leadership to address both sides of a client's balance sheet. Ileana is a member of Morgan Stanley's Wealth Management Management Committee, Wealth Management Operating Committee, Latin America Management Committee, US Banks Management Committee, and the Bank Leadership Committee. Ileana co-chairs the enterprise Latino Employee Network.  Prior to joining Morgan Stanley she was the Global Client Segment and Strategy executive for Merrill Lynch Wealth Management. In this capacity, Ileana focused on international financial advisors to ensure the delivery of a consistent, goals-based wealth management experience for international high-net-worth and ultra-high-net worth clients. Prior to this role, Ileana was head of International Credit & Banking within Bank of America's Global Wealth & Investment Management (GWIM) Banking group. In this role, she led the teams that supported and delivered integrated liquidity, cash management and lending solutions and services to financial advisors and high-net-worth clients in Latin America, Asia and Europe.  Ileana held several leadership roles in the domestic, international and affluent banking platforms at Bank of America and JPMorgan Chase, where she lent her talent in growing the cross-border wealth management business.  Ileana received her BBA degree, with a concentration in finance, from the University of Miami and an M.B.A. degree in finance from Florida International University. Ileana is fluent in Spanish, is FINRA registered and is Six-Sigma Greenbelt certified.  Ileana was recently named to the Girl Scouts National Board (GSUSA) and sits on the Corporate Advisory Boards of the Association of Latino Professionals for America (ALPFA), Florida International University Honors College and the Cuban Heritage Collection at the University of Miami.  Ileana was named to the ‘Top 100 Most Influential Latinas' List in 2020 by Latino Leaders. Last year she was recognized to the 2019 MAKERS class of Morgan Stanley Wealth Management as well as being recognized by Latino Justice with the 2019 Latina Trailblazer Award honoring her professional and personal achievements in opening doors and new opportunities for other professionals. Additionally, Ileana was named to ALPFA's 2019 Most Powerful Latinas in corporate America list for a third year in a row as previously featured in Fortune magazine. In 2016 Ileana was awarded the 2015 Top 10 Corporate Executives of the Year by Latina Style magazine.  Links: LinkedIn: https://www.linkedin.com/in/ileanamusa3 

Cheri Lytle is Managing Director, Head of Chase Wealth Management Advice and Strategy at JPMorgan Chase Bank, N.A. Cheri has an extensive track record of developing leaders and advisors, implementing organizational change, and managing merger and acquisition integrations. Cheri's organization provides market insights, investment expertise, practice management, and tools to enable financial advisors to help clients achieve their financial goals.  Born a coal miner's daughter in West Virginia, Cheri graduated from West Virginia University with a Bachelor's Degree in Organizational Psychology and a Master's degree in Business Human Resources & Labor Relations. Cheri began her career at General Electric Aircraft Engines, leading global systems initiatives across ten countries. She then held various leadership positions at Bank of America within bank branch operations, credit card, and small business.  Prior to joining JP Morgan Chase, Cheri was head of advisor strategy and development at Merrill Lynch Wealth Management, where she led the advisor development program for 3,500 advisor trainees and implemented practice management strategies for 15,000 financial advisors. Previously she led human resources and leadership development for Merrill Lynch.   Show Notes https://www.linkedin.com/in/cheri-lytle-9503a0147/ https://www.linkedin.com/company/jpmorganchase/ https://www.jpmorganchase.com/ https://www.wvu.edu/  

If prices at the grocery store and gas pump have you struggling to stay on top of your finances, you are not alone. Credit card debt in the United States increased from April through June this year according to an August report by the Federal Reserve Bank of New York. The report found that inflation was the main driver of the increase in debt. Guest host Chris Farrell spoke with two personal finance experts about managing money, and answers your questions about how to budget, reduce debt and save. Guests: Nneka Constantino hosts the weekly Financial Fitness radio show on KMOJ radio. She runs Elsa's House of Sleep, a family business in St. Paul, which was featured in Small Business Revolution on Amazon Prime and Hulu. She is also a vice president and senior financial advisor with Merrill Lynch Wealth Management. Sharon Powell is an educator with the University of Minnesota Extension. She specializes in financial capability and family relationships. Subscribe to the MPR News with Angela Davis podcast on: Apple Podcasts, Google Podcasts, Spotify or RSS.

Ashvin Chhabra is the President and Chief Investment Officer of Euclidean Capital, the family office for Jim Simons of Renaissance Technologies. Ashvin joined Euclidean in 2015 after spending time as CIO of the Institute for Advanced Study and CIO of Merrill Lynch Wealth Management. He is the author of The Aspirational Investor and is recognized as one of the founders of goals-based wealth management. Our conversation covers into Ashvin's upbringing and his path from physics to investing. We discuss his “Beyond Markowitz” portfolio management framework, application of it to high net worth individuals, foundations, the Yale endowment, Warren Buffett, and a single family office. Along the way, Ashvin shares the story of interviewing with Jim Simons, his critique of endowment management, manager selection, and perspectives on interest rates and bitcoin. Ashvin is one of most creative and independent thinkers in the community and you'll soon hear why.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

Hassan Ahmed is an experienced operator and investor in web3 and fintech. He is currently the Regional Director of Southeast Asia at Coinbase, the largest crypto platform in theworld. Prior to this, Hassan served a dual role at GoTo Group as Chief Executive Officer of Coins.ph, the leading crypto brokerage in the Philippines, and Head of Strategy for Gopay in Indonesia. Prior to moving to Singapore, Hassan was based in New York as Director of Finance & Operations at eToro USA, where he was responsible for the launch of their regulated virtual currency social trading platform in the US. He also served as Head of Business Operations at Venmo and Vice President of Strategy at Merrill Lynch Wealth Management in prior roles. Hassan obtained his Masters of Business Administration from Harvard Business School. LinkedIn: https://www.linkedin.com/in/hassanahmed3/ Twitter: https://twitter.com/hassan_ny --- Support this podcast: https://anchor.fm/geeksofthevalley/support

In the 100th episode of the InvestmentNews Podcast, Bruce and Jeff go in strong with a big guest, Andy Sieg, president of Merrill Lynch Wealth Management. They address a multitude of topics related to the shift in wealth management from 2021 to 2022, including how firms are hiring and retaining talent, and when it will be time to start raising adviser fees.Guest Bio:Andy Sieg is president of Merrill Wealth Management and a member of Bank of America Corp.'s executive management team. In this role, he oversees more than 25,000 employees who provide investment and wealth management strategies to individuals and businesses across the U.S. Sieg also oversees Bank of America's Investment Solutions Group, which includes the Chief Investment Office and a wide range of thought leadership, product and portfolio offerings and platforms.

It's a real treat to have #Dawgforlife and former Georgia kicker Marshall Morgan on the show with us today. He is now serving our community as a financial advisor for Merrill Lynch. Located at 272 W Hancock across from Creature Comforts Brewing Company. He talks a little football and shares with us what he is doing now to serve our community both in business and how he gives back to the Bulldog Nation. Hang on, buckle up and enjoy the show. Paul Oliver - How the uga player rallied around the tragedy of the Paul Oliver story to help former players today. https://www.onlineathens.com/story/sports/high-school/football/2014/07/13/lending-hand-richt-former-uga-players-reach-out-create-network-wake/15525493007/ Merrill Lynch Wealth Management 272 West Hancock Avenue. Suite 200 Athens, GA 30601 T706.552.2067 marshall.morgan@mi.com  

John Inhouse serves as the Senior Market Executive of the Atlanta Buckhead & Associates Market headquartered in Atlanta, Georgia. The Market includes offices in Buckhead, Atlanta Galleria, and Alpharetta, and is comprised of over 300 partners. John began his career with Merrill Lynch in Akron, Ohio in 1990 as a Financial Advisor and was a […]

John Inhouse serves as the Senior Market Executive of the Atlanta Buckhead & Associates Market headquartered in Atlanta, Georgia. The Market includes offices in Buckhead, Atlanta Galleria, and Alpharetta, and is comprised of over 300 partners. John began his career with Merrill Lynch in Akron, Ohio in 1990 as a Financial Advisor and was a […] The post John Inhouse With Merrill Lynch Wealth Management appeared first on Business RadioX ®.

Sallie Krawcheck has been called “the most powerful woman on Wall Street'' and her career thus far, only proves it. She has been the CEO of Smith Barney, Merrill Lynch Wealth Management and CFO of Citigroup, along with the author of ‘Own It: The Power of Women at Work'. Now, she is the CEO and cofounder of Ellevest, a financial advisory firm for women and the first company of its kind to reach a billion dollars in assets. Sallie's conversation with Brit touches base on Sallie's personal career journey thus far, how the workplace has changed throughout the years, and how women in particular can achieve their financial and professional goals. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

We continue to discuss homeless camps in Austin, Merrill Lynch Wealth Management places a ban on cold calling and expands the initiative’s accessibility to attract more diverse talent, and Austin FC says their inaugural game will be at 100% capacity. See omnystudio.com/listener for privacy information.

Jon Maier is currently Chief Investment Officer at Global X. The highly respected provider of a range of interesting ETF products such as LIT (the Lithium & Battery Tech ETF) as well as model portfolios. Previously, Jon worked at Merrill Lynch Wealth Management as the Senior Portfolio Manager for its ETF Model Portfolio business. Now Jon shapes Global X's market outlook, leading on the construction of all model portfolios.We had a great chat about assessing your risk profile, constructing a portfolio to achieve different goals as well as highlighting some interesting themes from the equity thematic disruptors portfolio.Enjoy the show. Twitter - @GlobalXETFshttps://www.globalxetfs.com/...Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

Miguel Armaza sits down with the legendary Sallie Krawcheck, Co-founder and CEO of Ellevest, an innovative digital investment platform built by women, for women, providing solutions for all stages of women's financial lives to help them invest more, save more, and earn more. Founded in 2015, Ellevest recently crossed over $1B in Assets Under Management, backed by some of the most impressive names in the industry, including PSP Partners, Khosla Ventures, Mastercard, Paypal, Allianz, Eric Schmidt, Max Levchin, and Mohamed El-Erian. Sallie is one of the highest-ranked women to have ever worked on Wall Street, is an influential writer and thinker, and without a doubt one of the most impressive people to join us on this podcast. We also want to extend a special thank you to professor Adam Grant for his help in making this episode a reality. We discuss: - Sallie’s storied career on wall street and how it felt to be publicly fired not one but two times, and the lessons she learned from these experiences - Inspiration behind Ellevest, and what she wished she knew before venturing into entrepreneurship - Overcoming cultural beliefs and other particular challenges of building an investment firm for women - The most meaningful moment from her time at Ellevest, and why it still gives her chills to think about it. - Why Sallie is concerned about the progress of gender diversity in the corporate world - Lessons for leaders and entrepreneurs and the importance of seeing problems where others don’t - And a whole lot more! Sallie Krawcheck Sallie Krawcheck is the Co-founder and CEO of Ellevest, an innovative digital investment platform designed to help women reach their financial goals. She is also Chair of Ellevate Network, a professional networking community whose mission is to advance women in business. She is one of the highest ranked women ever to have worked on Wall Street, having held posts such as CEO of Smith Barney, CEO of Merrill Lynch Wealth Management, and CFO of Citigroup. She is one of the most-read “Influencers” on LinkedIn, and has been profiled as one of Fast Company’s “Most Creative People” in business, as well as in The Wall Street Journal, Fortune, Forbes, and more. Krawcheck attended the University of North Carolina at Chapel Hill and holds an MBA from Columbia University. About Ellevest Ellevest is a financial company built by women, for women, providing solutions for all stages of women's financial lives to help them invest more, save more, and earn more. Ellevest's offerings include digital investing tools, banking services, discounted access to professional coaching, and learning resources, as well private wealth management for high net worth clients who want a customized financial strategy that may include investing for impact. Ellevest has built a community of 3+ million Elle Raisers working toward financial equality. To learn more, check out ellevest.com. For more FinTech insights, follow us below: Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech Miguel's Twitter: twitter.com/MiguelArmaza Miguel's Newsletter: https://bit.ly/3jWIpqp

Welcome to Part 2 from last week where we'll talk about the Causes of Gas, Bloating, and Belching. We also welcome back our guests,  Christopher Campbell and Lemond Ponton to continue our discussion on Wealth Management and Financial Literacy. Christopher Campbell is a native of Gastonia, NC, and graduated Cum Laude with a BA in Economics from Morehouse College in 2006. He began his professional career building relationships with area specialty physicians as a pharmaceutical consultant and he transitioned industries and careers to join Merrill Lynch Wealth Management in 2011. Chris has over 10 years of experience working with families and business owners.  Lemond Ponton is a Financial Advisor for Northwestern Mutual Goodwin Wright, an affiliate of Northwestern Mutual Wealth Management Company and works with Chris. He graduated Cum Laude with a BA in Business Management from Morehouse College in 2006 where he met with Christopher and has over 9 years of experience in wealth management and asset protection. [00:01 – 04:49] Healthy People Information Causes of Gas, Bloating, and Belching in less than 30 minutes after eatingFunctional dyspepsia Gastroparesis Gastric outlet obstruction [04:50 – 20:10] Part 2 with Christopher and Lemond The pursuit of individual wealth Finding a good wealth management team Maintaining a healthy mindset Chris and Lemond's advice for Financial Literacy Month Reach out to Chris and LemondSee links below [20:11 – 28:03] Randy's Random Questions Who would you most like to sit next to on a 10-hour flight and why? What's the craziest thing that's ever happened to you on a date? One movie everybody likes but you hate? [28:04 – 32:32] Closing Segment Recap of HPI Final Words Tweetable Quotes: “Most relationships, businesses, and corporations fail due to the inability to be vulnerable.” - Christopher Campbell “Make yourself vulnerable. Sit down with someone. You can't heal what you don't reveal.” - Christopher Campbell “You can't spend everything you make. You have to have discipline. I don't care how much you make. If you spend it all, it's not gonna matter.” - Lemond Ponton “You can't outrun bad spending habits. So get your spending in order and you'll see your life start to flourish financially.” - Lemond Ponton   Resources and Links Mentioned: Wilkinson, J. M., MD, Cozine, E. W., MD, & Loftus, C. G., MD. (2019). Gas, bloating, and belching: Approach to Evaluation and Management. American Family Physician, 99(5), 301-309.  The Psychology of Money - Morgan Housel The Power of Zero - David Mcknight Dare to Lead - Brene Brown Follow Chris on Instagram(@iammrcampbell)   Follow Lemond on Instagram(@jerseylp)   To know more, you can connect with me on Instagram, Facebook, and Twitter. Also, visit my website https://hinesentertainment.com/ or email me at hinesentertainmentgrp@gmail.com    LEAVE A REVIEW AND RATING + help someone who wants to learn more about useful health information by sharing this episode or click here to listen to more episodes.

In this episode, we talk about Gas, Bloating, and Belching. We also welcome our Christopher Campbell and Lemond Ponton for Financial Literacy Month. Christopher Campbell is a native of Gastonia, NC, and graduated Cum Laude with a BA in Economics from Morehouse College in 2006. He began his professional career building relationships with area specialty physicians as a pharmaceutical consultant and he transitioned industries and careers to join Merrill Lynch Wealth Management in 2011. Chris has over 10 years of experience working with families and business owners.  Lemond Ponton is a Financial Advisor for Northwestern Mutual Goodwin Wright, an affiliate of Northwestern Mutual Wealth Management Company and works with Chris. He graduated Cum Laude with a BA in Business Management from Morehouse College in 2006 where he met with Christopher and has over 9 years of experience in wealth management and asset protection. [00:01 – 03:31] Healthy People Information Definition of bloating, gas, and belching Symptoms and Causes Questions you should think about [03:32 – 10:23] Getting to Know Chris and Lemond An insight into the topic we'll be discussing in this episode Background of our guests for the episodeChris Campbell Lemond Ponton Partnering up in 2017 to help impact their community [10:24 – 27:04] Wealth Management Starting a wealth management team Managing Licenses in different categories Broker Check The value and access provided by Northwest Mutual Growth of their practice A change in perspectiveEmbracing the process [27:05 – 39:53] The Mindset of the wealthy Lemond talks about the mindset of the wealthy Researching and expanding your knowledge [39:54 – 49:39] Financial Literacy What is Financial Literacy? The importance of financial literacy Making sure your taxes are straight Financial advice from Chris and Lemond [49:40 – 51:55] Closing Segment Follow Chris and LemondSee links below Watch out for Part 2! Recap of key information discussed in the episode Final Words Tweetable Quotes: “Wealth is about growth, sustainability, and Transfer.” - Chris Campbell “You have to stay grounded and keep the right perspective. A lot of times, people give up because they're looking to the left and the right. You have to win your own race.” - Lemond Ponton “Don't be focused on the result. You have to fall in love and embrace the process and everything that comes with it.” - Chris Campbell   Resources and Links Mentioned: Wilkinson, J. M., MD, Cozine, E. W., MD, & Loftus, C. G., MD. (2019). Gas, bloating, and belching: Approach to Evaluation and Management. American Family Physician, 99(5), 301-309.  The Psychology of Money - Morgan Housel The Power of Zero - David Mcknight Follow Chris on Instagram(@iammrcampbell) Follow Lemond on Instagram(@jerseylp)   To know more, you can connect with me on Instagram, Facebook, and Twitter. Also, visit my website https://hinesentertainment.com/ or email me at hinesentertainmentgrp@gmail.com    LEAVE A REVIEW AND RATING + help someone who wants to learn more about useful health information by sharing this episode or click here to listen to more episodes.

Bill Swancutt is one of the greatest defensive players in OSU football history: breaking OSU records with 37 sacks and 60 tackles for loss, Swancutt was named the 2004 Pac-10 co-Defensive Player of the Year. He went on to play in the NFL with the Lions, Raiders & Ravens and now works with Merrill Lynch Wealth Management. He's married to former OSU volleyball player Abby Windell and lives in Salem with their three kids. -- Coming out this month: "Dynasty in the Woods," the Beaver Baseball Documentary podcast I've worked on for the last year. Learn how to get early access here! https://beavertalespodcast.supercast.tech/ 

Claudia Rivas channels her grandmother Trinidad’s grit.  In this episode of I HAVE SOMETHING TO SAY we celebrate her recent promotion to Senior Vice President at the Merrill Lynch Wealth Management firm in the Bay area that she’s been at for over a decade. Claudia self-identifies as an immigrant and person of color who is proud of her Latino heritage, and this accomplishment is epic because her career started with a simple dream to provide a better life for her family. She shares how she defied all low expectations society tried to impose on her as a teenage mom, and how finding mentors that looked like her helped her stay true to her passion – economics. “I had to honor the sacrifice my abuela Trinidad made to bring us here.”, she says. The face of wealth is changing, and Claudia is helping write the playbook for the next generation. As she sees it, a brighter future is a possibility for so many communities that have been disenfranchised: she’s living proof of it.

Our guest speaker of the hour is Mel Rose. Mel Rose Bickerstaff comes to Merrill Lynch Wealth Management with a diverse background in finance that started in Investment Banking and Alternative Investments. Previously, she focused on private equity in real estate, education, technology, media, food & beverage, water and waste management, clean energy & innovation. As an advisor for Merrill Lynch Wealth Management, she offers access to the investment resources of Merrill to provide her clients customized individual planning. She aims to empower women and business owners through financial literacy, business lending* and growth strategy, and appropriate placement of wealth for retirement planning and helping to achieve life goals. She encourages the use of finance for the betterment of the planet. Formerly a fashion industry professional for 15 years, Bickerstaff worked as head designer and CEO of Paradisiac; a swim and activewear line manufactured in Bali and Los Angeles. Mel Rose is also a worldwide recognized, professional agency represented model. Her years of experience in the fashion industry allowed her to live in 6 countries and 13 cities which served for a global lifestyle before entering into her finance career. In her spare time, she enjoys practicing yoga and meditation daily, snowboarding and kite surfing, cycling, fashion design, painting, and writing. She is an avid reader who has a read goal of 50 books per year. She is a proud dog mom and is a family oriented person. She loves Ayurveda influenced life style while also enjoying the thrill of participating in successful business and personal growth. Links: WEBSITE: www.melrosemoney.com  

About Jen Auerbach-Rodriguez - Managing Director, Head of Strategic Growth Markets, Merrill Lynch Wealth Management Jen Auerbach is responsible for the client acquisition, retention, and strategic growth initiatives for Merrill Lynch Wealth Management. Prior to this role, Jen founded a strategy team focused on developing engagement efforts with traditionally underserved clients and communities.  Jen’s career began as an options trader working with clients to create and execute customized hedging and monetization strategies. Since then, Jen has worked in product origination, platform development and impact investing.  Jen is the recipient of the 2016 Women’s Bond Club Rising Star Award, an alumna of Sponsors for Educational Opportunity (SEO), a member of Bank of America’s Hispanic-Latino (HOLA) employee network, and sits on the Merrill Lynch Diversity & Inclusion Council. Jen was selected as a winner of the 2016 Global Diversity & Inclusion Award by Bank of America. She was recently recognized by the Paradigm for Parity coalition, as one of 19 trailblazing women for breaking down barriers to help achieve true equality and full representation in corporate offices. And most recently, Jen was recognized by Crain’s New York Business as one of 2020’s Rising Stars in Banking & Finance. Jen attended Dartmouth College in Hanover, N.H. earning a B.A. in Philosophy and Columbia Business School in New York, N.Y. earning a Masters in Business Administration.   In this episode of Fairygodboss Radio, Jennifer Auerbach-Rodriguez shares how her insatiable desire to learn has led to a successful and fulfilling career at Merrill. Recording Date: November 13, 2020

In der heutigen Episode des Muttersprache Podcasts habe ich Britta Faust- Burak zu Gast. Britta lebt seit 2006 in den USA, zuerst in Washington und seit 2008 in New York. Ich hatte bereits Ende März, also gerade zu Beginn der wirklich schweren Zeit in New York, einen Podcast mit Britta aufgenommen. Jedoch fühlte es sich irgendwie nicht richtig an diesen auszustrahlen und so konnte ich sie dafür gewinnen heute eine neue Episode mit mir aufzunehmen. In dieser Episode erzählt sie uns davon, wie sie die vergangenen Monate in New York wahrgenommen hat und welche Auswirkungen dieses auf ihre Arbeit hat und hatte. Sie nimmt uns ein bißchen mit auf ihren beruflichen Lebensweg und was sie in die USA geführt hat. Hier kannst Du mehr über Britta erfahren und Kontakt zu ihr aufnehmen:Britta's goal is to make a difference in peoples' lives by helping them achieve financial wellness. As a member of the Clarke Group at Merrill Lynch Wealth Management, she strives to understand what matters most to her clients in order to guide them through all stages of their financial life and create a personalized investment strategy. As a Financial Advisor she places her clients' interests first as she aims on building a long-term relationship centered on achieving their goals.ttps://www.linkedin.com/in/brittafaustburak/Email: britta.faust-burak@ml.com ---------------------------------------------------------------------------------------------Weitere Informationen über uns findet ihr auf unserer Webseite:http://www.muttersprachepodcast.com/ Hier kannst Du Monique erreichen:Schaut auch mal auf Instagram @muttersprachepodcast oder der LinkedIn Gruppe Muttersprache vorbei.Monique findest Du hier:https://www.linkedin.com/in/monique-menesi/https://www.meetus.us/oder per Email: monique@meetus.usMarco findest Du hier:linkedin.com/in/marco-foelske-0a457693oder per Email: Marcofoe4u@aol.com 

Brent and Rachel are joined by Ken Morris, CFA, CFP, to discuss investment management, the differences between financial planning and investment management, and the benefits and pitfalls of each. We also chat about what individuals and families should be looking for when picking an investment advisor. Ken Morris is the First Vice President and Resident Director of Merrill Lynch Wealth Management. For more than a decade, Ken has helped wealthy families and institutions make the most of their financial opportunities. Before rejoining Merrill Lynch Wealth Management in 2013, Ken worked as a Financial Analyst on Wall Street, an Assurance and Advisory Specialist at Deloitte and Touche, and in senior leadership at Canyon Ranch. You can find Ken at https://fa.ml.com/california/san-diego/ken_morris/, and can contact him at (858) 677-1326. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent and Rachel go to https://wealthandlaw.com/team/.

Are we giving our young people what they need to be productive, stable, and faith-filled adults? How can we effectively share the gospel with our youth? In this episode of We Are The Church, we discuss these questions and more with our guest, Lesley Gadson. Lesley Gadson is a native of Columbia South Carolina. Lesley began college at North Carolina Central University and finished at Southern Wesleyan University, where she was a colligate athlete at both and graduated with a degree in biology and psychology. She has worked in the financial field for approximately seven years; Client Associate and now Wealth Management Banking Specialist for Merrill Lynch Wealth Management. Lesley is the Founder and CEO of Empowered U Youth Movement, a 501c3 non-profit youth organization; geared towards serving the community through empowering the youth's minds. She developed Columbia and surrounding areas first youth panel titled, "I Wish Adults Knew…" which gives youth a chance for their voice to be heard. As a Sunday school teacher for the past eight years and a motivational speaker for many programs and community events, she impacts many young lives. Changing the lives of the youth through financial, educational, leadership initiative, goal setting, and life skills is her passion. Lesley understands that when you change your mind, you will change your entire life. During our discussion, Lesley shares her journey working in youth ministry, how youth view the church and the key to reaching them. Her insight gives a window into the hearts and minds of our youth that we may or may not be prepared for, but we must face. Tune in for a passionate and informative conversation about The Church & Our Youth! Connect with Lesley Gadson at https://www.empowered-u.org/, info@empowered-u.org or 803-463-3964. Connect with your host, Sherry Jones, at sherryspeakslife.com, contact@sherryspeakslife.com, Facebook, and Instagram. Take care, be blessed, be safe, and remember, the church is not a building. We are the church!! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Andy Sieg, president of Merrill Lynch Wealth Management, on how his firm is navigating the challenges and current market volatility presented by COVID-19.

Alex Tanguay (Questrom’02) is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management in Boston. Alex earned his bachelor’s degree from the Questrom School of Business in 2002 and was recently named one of Forbes’ “Top Next-Gen Wealth Advisors” under 40. Alex is deeply engaged in the Alumni Association; he serves on the BU Alumni Council and is working to build a strong alumni network at Merrill as well. On this episode of the podcast, Alex shares insights on the future of his industry and he reflects on the dividends he’s realized from investing his time and energy to build a strong Terrier network.Listener note: This conversation was recorded in February 2020. We understand that in the weeks since this interview, the state of the global economy fundamentally changed in response to the COVID-19 pandemic and our thoughts are with all those affected by this crisis. For more information about BU’s response to COVID-19, please visit bu.edu/covid-19-information. This episode is hosted by Gabe Bolio (MET’16), Associate Director of Alumni Networks at BU. As you’ll hear, Gabe and Alex are working to build a powerful alumni network within Merrill, Bank of America, and Bank of America Private Bank in Boston. If you are interested in being part of this community, reach out to Gabe at gbolio@bu.edu.For more on the Proud to BU podcast, visit bu.edu/proudtobu. Support the show (http://www.bu.edu/give)

Sallie Krawcheck is the CEO and Co-Founder of Ellevest, a company working to help close the gender pay gap by “redefining investing for women.” Sallie received her MBA from Columbia Business School and has a BA in Journalism from the University of North Carolina. She is the former CFO of Citigroup and former CEO of Merrill Lynch Wealth Management and considered one of the highest-ranking women to ever work on Wall Street. She joined Jonathan in the studio to discuss the gender, wealth, and race pay gaps women and people of color face in today’s financial world and why it's so important to intentionally invest.   Follow Sallie on Instagram @Sallie.Krawcheck or @Ellevest and on Twitter @SallieKrawcheck.    To find out more about Sallie’s work, visit www.ellevest.com.   Find out what today’s guest and former guests are up to by following us on Instagram and Twitter @CuriousWithJVN.   Listen to more music from Quiñ by heading over to TheQuinCat.com.   Jonathan is on Instagram and Twitter @JVN and @Jonathan.Vanness on Facebook.   Catch Jonathan on Queer Eye streaming now on Netflix.

Show Notes: Many of you will come across a financial advisor training program (or two) as you are navigating this journey to becoming a financial professional. In this video, I look at the perspective of Daniel Tesfaye and a young advisor that works in the Merrill Lynch Wealth Management channel. We cover a variety of topics that will intrigue the aspiring financial professional when it comes to entering this industry. Daniel and I covered a lot, including: Daniel's own money story What prompted the move from insurance advisor to financial advisor? Do feel that "culture" has a huge impact on your success as a financial professional? What does an advisor development program look like on the inside? Are you compensated during the program? What do most days look like for you now? What other professional aspirations do you have? What are your thoughts on spending the 1st 5 years learning the business vs. starting your own? Thanks for listening, reading and watching. Click here to connect with Daniel on LinkedIn. Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career! Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr). --- Send in a voice message: https://anchor.fm/dom-the-maven/message

You know what the right thing to do is...but can you act on it? Today on Morning Brew’s podcast Business Casual, Ellevest co-founder and CEO Sallie Krawcheck is tackling one of the biggest questions in business: workplace diversity.As Krawcheck sees it, we’ve read enough studies proving a more diverse workplace yields higher returns for investors (15% higher, per recent reports). Now, it’s time to do something about the pay gaps, investing gaps, savings gaps, and more that hold top talent back. In this episode of Business Casual, Krawcheck also explains…What companies and CEOs are doing things rightWhy women-founded startups (think The Wing, Outdoor Voices, Glossier) are thrivingWhy impact investing doesn’t mean sacrificing returnsShe knows what she’s talking about: Prior to building Ellevest, Krawcheck was CEO of Merrill Lynch Wealth Management, CEO of Citi Wealth Management, and CEO at Smith Barney.

If your company's dominated by one type of person, you run the risk of tunnel vision. You might move fast — but you'll often drive straight into traps as you grow. Truly scalable companies need a diverse portfolio of viewpoints to see the opportunities others miss. Sallie Krawcheck knows this well.She rose through the ranks of Wall Street and saw firsthand the challenges a lack of diversity brings. After serving as CEO of Sanford Bernstein, Smith Barney, Citi's Wealth Management and Merrill Lynch Wealth Management, Sallie went on to found Ellevest, an investment platform aimed at women. Her straight talk — and hilarious asides — create the clear business case for diversity of all kinds. Cameo appearance: Steven Johnson (host of the podcast American Innovations; and author of best-selling books, including the recent "Farsighted: How We Make the Decisions That Matter the Most").

Shirley Collier (scollier@scale2market.com), President of Scale2Market interviews Michael Ottomanelli (michael_ottomanelli@ml.com), First Vice President and Senior Financial Adviser at Merrill Lynch Wealth Management about what the owners of small government contracting businesses can do now to maximize market value and plan for a successful exit. To learn more, visit our website, or contact us at getinfo@scale2market.com.

Financial feminist Sallie Krawcheck is the CEO and Co-Founder of Ellevest, a recently launched innovative digital investment platform for women. She is the Chair of Ellevate Network, the global professional woman's network, and of the Pax Ellevate Global Woman's Index Fund, which invests in the top-rated companies in the world for advancing women. She is also the best-selling author of “Own It: The Power of Women at Work.” Before becoming an entrepreneur, she was CEO of Merrill Lynch Wealth Management, of Smith Barney and of Sanford Bernstein. In this episode we discuss: - How being a woman in business affects your trajectory - How to utilize your strengths and weaknesses - Why we MUST talk about money - Relationships between fathers and daughters - Gender biases in the work place and how to work around them - Embracing underestimations  Resources: Check out more about Ellevest and Sallie Connect with Cindy on social! Instagram Facebook Twitter Website

Sallie Krawcheck has run Smith Barney, Merrill Lynch Wealth Management, US Trust, and Citi Private Bank, and was Citi’s CFO before that. Now she runs Ellevest, an investment firm that helps women create wealth. She may have been regularly referred to in the media as “the most powerful woman on Wall Street,” but that brought its own challenges. Krawcheck tells us what she learned from navigating the boys club of finance, working through the financial crisis, and dealing with two highly publicized firings. She also explains why she hates the phrase “empowering women,” and why she’s found a better alternative.

Long Snapper at Duke and THE Ohio State University, Harrison parlayed his time on the bench into developing an uncanny ability to build trust and relationships. He now has a career working with Athletes and Sports professionals that has nothing to do him ever playing a down - even Rudy got more playing time than Harrison. Harrison Till is a Financial Advisor at Merrill Lynch Wealth Management who leveraged his experience in and around college sports and befriending athletes and agents into a career built on trust. Building relationships, valuing time, managing expectations, and never quitting and a few of the attributes Harrison touches on in our conversation. shout out to the practice squad, shout out to Jim Tressel, shout out to Handsome Pete, shout out to the internship. https://www.linkedin.com/in/harrison-till-04b91b41/ Recorded 10/25/2017

Why do investors behave the way they do? In this episode (originally aired on 8/6/17), host Ron DeLegge talks with Michael Liersch, head of Behavioral Finance at Merrill Lynch Wealth Management about the good, bad, and ugly behind the money decisions we make. Also, Ron shares tips on how to properly tap Social Security. Be sure to follow us on Twitter @ IndexShow and enroll in Ron's online classes and learn how to invest the right way! www.udemy.com/user/ronald-delegge/?src=sac

I'm so excited to bring back our guest today. She's talking about a new era of feminism. That's been a big topic of conversation since the Women's March a few weeks ago. And we have to keep the momentum going. Sallie Krawcheck is back and she's out with a new book, Own It: The Power of Women At Work. It's her first book and in it she discusses the ways in which women can effect change, especially in business. She brings advice stemming from her life as an entrepreneur, as well as the former CEO of Smith Barney and Merrill Lynch Wealth Management, and the CFO of Citigroup. Sallie's been on So Money before... go back and listen to EP 349 if you missed it. It was right before Ellevest, her investment platform had launched, so we'll talk a bit more about how the company's doing, as well as the biggest financial mistake women are making.  For more information visit www.somoneypodcast.com.

Sallie Krawcheck once ruled Wall Street, running Smith Barney, Merrill Lynch Wealth Management and Citi Wealth Management. That was before she was fired... twice. She then found a new mission: to close the "gender investing gap." Krawcheck is now the co-founder and CEO of Ellevest, a digital investment platform for women.

In her first book, OWN IT: The Power of Women at Work, former Wall Street powerhouse-turned-entrepreneur Sallie Krawcheck invites readers to throw out stale (read: male) definitions of what success looks like and embrace the qualities that make them amazing collaborators, extraordinary leaders, and invaluable assets to their companies. Before launching Ellevest, a digital investment platform for women, Krawcheck served as CEO of Smith Barney, CEO of Merrill Lynch Wealth Management, and CFO of Citigroup. In OWN IT, she draws on her unique experiences (and the battle scars she has to prove them) from the highest levels of business and entrepreneurship to offer a fresh and contrarian outlook on navigating today’s business landscape, namely: Being a woman in the business world today isn’t a liability - it’s an asset. Success for professional women will no longer be about trying to compete at the men’s version of the game, Krawcheck says. And it will no longer be about contorting to men’s expectations of how powerful people behave. Instead, it’s about embracing and investing in our authentic selves as women - and bringing those selves proudly and unapologetically, to work. When we do this, Krawcheck says, we gain the power to advance in our careers in more natural ways. We gain the power to initiate courageous conversations in the workplace. We gain the power to forge non-traditional career paths; to leave companies that don’t respect our worth, and instead, go start our own. And we gain the power to invest our economic muscle in making our lives, and the world, better. There are many reasons to be optimistic about the future, because the business world is changing fast –driven largely by technology - and it’s changing in ways that play to women’s strengths. This gives us more power and opportunities than ever…and even more than we yet realize. This change is real, and it’s coming fast. It’s time to own it. Sallie Krawcheck is the cofounder and CEO of Ellevest, an innovative digital investment platform designed to help women reach their financial goals. She is also chair of Ellevate Network; a professional networking community whose mission is to advance women in business. She is one of the highest ranked women ever to have worked on Wall Street, having held posts such as CEO of Smith Barney, CEO of Merrill Lynch Wealth Management and CFO of Citigroup and was a top-ranked research analyst. She has been profiled as one of Fast Company’s “Most Creative People” in Business, as well as in the Wall Street Journal, Fortune, Forbes, and more. Krawcheck attended the University of North Carolina at Chapel Hill and holds an MBA from Columbia University. For more information, please visit: www.salliekrawcheck.com

Sallie Krawcheck knows how to take the bull by the horns. After all, she worked on Wall Street for most of her career starting as a research analyst at Salomon Brothers. She eventually became the CEO of Smith Barney, Citi Bank Wealth Management, and Merrill Lynch Wealth Management. Over the course of her impressive career in the finance world, Sallie witnessed rampant sexism and an overall disregard of women's investing needs. Now as the co-Founder and CEO of Ellevest, a digital investment platform by and for women, she's addressing these needs and what Sallie calls, the 'gender investing gap'. On the episode, Sophia and Sallie discuss Sallie's crazy first week at Salomon Brothers, her world record, and why women should invest.

Sallie Krawcheck knows how to take the bull by the horns. After all, she worked on Wall Street for most of her career starting as a research analyst at Salomon Brothers. She eventually became the CEO of Smith Barney, Citi Bank Wealth Management, and Merrill Lynch Wealth Management. Over the course of her impressive career in the finance world, Sallie witnessed rampant sexism and an overall disregard of women's investing needs. Now as the co-Founder and CEO of Ellevest, a digital investment platform by and for women, she's addressing these needs and what Sallie calls, the 'gender investing gap'. On the episode, Sophia and Sallie discuss Sallie's crazy first week at Salomon Brothers, her world record, and why women should invest.

I'm honored to have a very special guest on the show today. This is someone I wanted to have on the show from before I was even live with So Money. I always had a running wish list of guests, and she was at the top. Now, she is here - Sallie Krawcheck. Do you know Sallie Krawcheck? If you don’t know Sallie Krawcheck, you need to know Sallie Krawcheck. Maybe if you don’t work in the world of finance, you don’t follow business news regularly, you may not have come across her name, but she is a force in this industry. Right now, she is the CEO and co-founder of Ellevest. Ellevest is a soon-to-be launched digital investment platform for women. To me, Sallie has always been the ultimate pioneer for closing the gender wage gap and women’s rights in the work place. With Ellevest, what she’s really trying to do is close the investment wage gap. Sallie is on a very public and professional mission right now to help women reach their financial and professional goals. She’s also the chair of Ellevate Network, a global professional women’s network with thousands of members and growing. I'm actually a member. Sallie serves as the chair of the PAX Elevate Global Woman’s Index Fund which she recently launched and invest in the top rated companies for advancing women. Now, before becoming an entrepreneur, she was the CEO of Merrill Lynch Wealth Management and Smith Barney. So, she knows a thing or two. We want to talk about the gender wage gap and how women invest differently. We also discuss her own financial failures because she’s had some. She is very generous with going down memory lane and giving us those stories to help us avoid the same mistakes. Ellevest is also a really exciting venture. She has a website for us that she mentions during the conversation that we can go to, to try it out and experience it firsthand. For more information visit www.somoneypodcast.com.