Liz Poplin

About Liz Poplin

As a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, I provide a full range of services to high net-worth corporate executives and their families. With over 100 years of combined experience on the Karras Poplin Schroeder Team, we empower clients to simplify their financial lives and integrate their employment benefits into a long-term strategy. Collaborating with our clients\' attorneys and accountants, we employ a holistic planning approach. At the heart of our philosophy is a passion to build enduring client relationships by providing outstanding guidance and service. Areas of focus: managing concentrated stock positions, stock options, restricted stock units, and performance shares; defined benefit, defined contribution, and non-qualified deferred compensation plans; tax minimization and charitable giving strategies; retirement planning; multi-generational wealth transfer; estate planning strategies; risk and investment management.

Experience

1. Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   Nov 2008 — Present

   Liz came to Merrill Lynch Wealth Management in 2008 from Morgan Stanley where she held various roles including the Director of Wealth Planning for high net-worth clients. Liz also worked as an Equity Index Risk Manager at the Chicago Board Options Exchange and co-managed The University of Dayton endowment fund. Liz has a J.D.* from Loyola University Chicago School of Law and a B.S. in Finance from the University of Dayton. She also holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc, and the ChFC® (Chartered Financial Consultant®) and CLU® (Chartered Life Underwriter®) designations. She holds the Series 7, 66 & 31 FINRA registrations, and has Life, Health & Long-Term Care Insurance licenses.*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.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.*ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.*CLU® and Chartered Life Underwriter® marks are the property of The American College, which reserves the sole rights to its use, and is used by permission.

Education

• Loyola University Chicago

  Doctorate

  2005 — 2009

• University of Dayton

  Bachelor's Degree

  1998 — 2001