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Women and Money Roundtable

Female financial advisor analyzing investments and market trends on computer screens.

Wednesday, March 13, 2024

1:00 PM - 2:00 PM

Price: Free

Upon registration
you will receive an event link via email

Montclair Public Library

Event Description

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.

This is a virtual program that takes place over Zoom. As the date approaches, you will receive an email with the Zoom link.

About the Presenters

Julia Strayer

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. 

As a current Senior Vice President and Wealth Management Advisor, she has a BA from Ohio State University and an MBA from New York University's Stern School of Business.

Liz Maccarone

Liz joined Merrill Lynch Wealth Management in 2012 to help high-net-worth individuals and their families create personalized and comprehensive strategies, such as retirement planning and investment management that support their goals.

She is currently a Senior Financial Advisor and graduated from Fairfield University with a dual bachelor's degree in Finance and Marketing.

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  • Darren Newell Lead Writer
  • Louie Tendero Calendar Logistics
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  • Joe Campbell Calendar Supervision & Coding

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