Merrie has spent over 30 years with Capital Analysts of New England, pursuing her passion for helping people meet the challenge of managing their wealth. Her expertise is establishing long-term relationships with her clients; being a key advisor, coordinator and catalyst. Whether she is providing investment advisory services or complete financial plans, her goal is to help people be confident about their financial futures. This is accomplished by keeping things simple when they are complicated, knowing what questions to ask and how to provide recommendations that are responsive to her client’s objectives.
Merrie’s areas of expertise include:
- Comprehensive wealth management and investment advisement
- Pre-retirement strategies and retirement income analysis
- Estate and insurance planning
- Business succession planning for privately-held corporations
Merrie is a graduate of Boston University where she received a BA in Finance and Economics (1980). She holds a General Securities FINRA Registration (Series 7) and an Investment Advisory FINRA Registration (Series 65).
On a personal note, Merrie currently resides in Kingston, MA. She greatly enjoys outdoor activities such as hiking, biking, skiing and gardening. She is also an avid reader and especially loves painting, music and theater.