Naomi Evans-Jalloh

About Naomi Evans-Jalloh

My goal is to ensure that clients gain greater financial confidence, allowing them to move forward with clarity-and letting me rest easy knowing they are on the right path. To develop a comprehensive wealth management plan, we engage in deep conversations about their current financial position and long-term objectives. Our extensive knowledge lies in serving first generation wealthy households, mid-career professionals with heavy concentrated stock positions (many early retirement candidates), corporate and nonprofit executives, helping them navigate the complexities of their compensation and benefits package. Once we establish a clear understanding of their goals, we create customized asset management strategies to address challenges such as company stock diversification across retirement and non-retirement accounts. Clients receive a personalized, regularly updated financial report to reflect major life events and annual reviews. Naomi began in the financial services industry in 2002 and joined Merrill Lynch Wealth Management in 2017. Her focus is on customized financial strategies including education, retirement, and legacy building subsequently developing strategies and providing advice for individuals, their families and their businesses by understanding their short- and long-term objectives. She believes that by following a disciplined process, and really understanding what is important to the client, we can build a plan and a portfolio that reflects those goals. Naomi holds the CERTIFIED FINANCIAL PLANNER®, CFP® certification and holds her series 7 & 66 FINRA registrations. In addition, she is a graduate of University of California, Berkeley with a bachelor\'s degree in Interdisciplinary Studies. She has always lived in California and loves the hikes, weather and culture it offers. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S. For inquiries or collaborations, email me at: n••••••••@ml.com http://fa.ml.com/the-oster-group

Experience

1. Senior Wealth Planner, Vice President

   Merrill Lynch

   Oct 2017 — Present

Education

• University of California, Berkeley

  Bachelor's Degree

  1997 — 2002