Colleen Cusick, Cima®, Crpc™ Email & Phone Number

Colleen is committed to guiding successful clients and their families through a customized wealth management process to help them achieve their financial goals. She focuses on building trust with her clients and utilizes a holistic approach to wealth management with the time tested financial strategies of Merrill Lynch Wealth Management and their partners. She draws on her team's professional acumen to assure that each client receives personal and customized services. Colleen conducts routine meetings to review progress towards goals and track any changes that may impact financial strategies.Colleen is committed to ongoing education to enhance her knowledge and skills. She feels that this is a key component of building wealth planning for each client. She currently holds designations of CIMA®, Certified Investment Management Analyst® and CRPC™, Chartered Retirement Planning Counselor™.Some of the financial situations that she routinely works with clients are:- Retirement planning- Income generation- Options strategies- College Planning- Commercial and Residential lending opportunities- Life Change management- Wealth preservation- Tax efficient Estate planning servicesIn addition to her credentials, she has over 30+ years with Merrill and prior experience with a large accounting firm. She holds a Bachelors in Finance from Miami University and an MBA from Ohio State University.Colleen and her husband love outdoor activities including jogging, gardening, hiking, skiing and traveling to exotic places.Commercial and Residential Lending opportunities services are through Bank of America, N.A. (NMLS#632149)

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  Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Dec 1983 - Present

  Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.