Wednesday, March 13, 2024
1:00 PM - 2:00 PM
Price: Free
Upon registration
you will receive an event link via email
Organizer:
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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