Laurie Bournias

WORK HISTORY

EDUCATION

SKILLS

ABOUT LAURIE BOURNIAS

As a Senior Consultant at Merrill, I provide traditional advice and guidance to help clients pursue their goals and dreams by building and managing personalized strategies on a discretionary basis. My approach begins with a written strategy that is created especially for each family. After having a deep understanding of what is important to the client, I then build a custom portfolio that our client is comfortable with. We proactively manage the portfolio as the markets and economy change. After 30 years at Merrill, my team often assists three generations of a family which helps us understand behavior and generational beliefs that could impact their decisions about money and gifting. We add our greatest value when markets are volatile and when a person is going through a life transition such as death of a loved one, divorce or retirement.I WOULD LOVE TO CONNECT IF- You would benefit from simplifying and organizing your financial life - You are a busy professional or have a hectic family schedule and need assistance pulling it all together - You need a plan to help you reach your objectives - You are in transition - You are a recent widow and need assistance understanding your investments - You are selling your business and need income replacement - You would like to connect with another professional womanLife comes with change, meaning no straight line when it comes to your finances. I can help you navigate through the cycles of life without losing focus of your priorities.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*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.