Bedford Free Library

Wednesdays @ 1pm via Zoom

January 15
February 12
March 12
April 16
May 14
June 11

The Women and Money series is back by popular demand! 
How to Make Sense of Today’s Financial Markets hosted by Julia Strayer, CPWA®, CIMA®, CRPC® and Liz Maccarone, CRPC®

Register for January 15

Register for February 12

Register for March 12

Register for April 16

Register for May 14

Register for June 11

More Information

Bios:

Julia Strayer, CPWA®, CIMA®, CRPC^™

Senior Vice President, Wealth Management Advisor

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. Previously, Julia worked in marketing for 9 years with Merrill. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business. Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today.

Liz Maccarone, CRPC^™, SE-AWMA^™

Vice President, Senior Financial Advisor

Liz joined Merrill Lynch Wealth Management in 2012. Liz works closely with high-net-worth individuals and their families to create personalized and comprehensive strategies that support their goals, including investment management, retirement planning, liability management, and multigenerational planning. Liz values the importance of establishing and cultivating relationships with families including the next generation.

Liz graduated from Fairfield University with a dual bachelor’s degree in Finance and Marketing. She began her career working at a boutique investment firm as a Business Development Associate, specializing in commodities and futures.

Wednesdays @ 1pm via Zoom

January 15
February 12
March 12
April 16
May 14
June 11

The Women and Money series is back by popular demand! 
How to Make Sense of Today’s Financial Markets hosted by Julia Strayer, CPWA®, CIMA®, CRPC® and Liz Maccarone, CRPC®

Register for January 15

Register for February 12

Register for March 12

Register for April 16

Register for May 14

Register for June 11

More Information

Bios:

Julia Strayer, CPWA®, CIMA®, CRPC^™

Senior Vice President, Wealth Management Advisor

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. Previously, Julia worked in marketing for 9 years with Merrill. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business. Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today.

Liz Maccarone, CRPC^™, SE-AWMA^™

Vice President, Senior Financial Advisor

Liz joined Merrill Lynch Wealth Management in 2012. Liz works closely with high-net-worth individuals and their families to create personalized and comprehensive strategies that support their goals, including investment management, retirement planning, liability management, and multigenerational planning. Liz values the importance of establishing and cultivating relationships with families including the next generation.

Liz graduated from Fairfield University with a dual bachelor’s degree in Finance and Marketing. She began her career working at a boutique investment firm as a Business Development Associate, specializing in commodities and futures.

Wednesdays @ 1pm via Zoom

January 15
February 12
March 12
April 16
May 14
June 11

The Women and Money series is back by popular demand! 
How to Make Sense of Today’s Financial Markets hosted by Julia Strayer, CPWA®, CIMA®, CRPC® and Liz Maccarone, CRPC®

Register for January 15

Register for February 12

Register for March 12

Register for April 16

Register for May 14

Register for June 11

More Information

Bios:

Julia Strayer, CPWA®, CIMA®, CRPC^™

Senior Vice President, Wealth Management Advisor

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. Previously, Julia worked in marketing for 9 years with Merrill. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business. Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today.

Liz Maccarone, CRPC^™, SE-AWMA^™

Vice President, Senior Financial Advisor

Liz joined Merrill Lynch Wealth Management in 2012. Liz works closely with high-net-worth individuals and their families to create personalized and comprehensive strategies that support their goals, including investment management, retirement planning, liability management, and multigenerational planning. Liz values the importance of establishing and cultivating relationships with families including the next generation.

Liz graduated from Fairfield University with a dual bachelor’s degree in Finance and Marketing. She began her career working at a boutique investment firm as a Business Development Associate, specializing in commodities and futures.