Natasha Bonelli

About Natasha Bonelli

I joined Merrill Lynch Wealth Management in 2005. I am a Senior Vice President and Senior…

Experience

1. Senior Financial Advisor, Senior Vice President

   Merrill Lynch

   May 2005 — Present

   The Cogan Bonelli Group takes great pride in providing customized 401(k) and company retirement plan strategies for plan sponsors at a reasonable cost. The team of four currently works with over 300 plan sponsors and their employees. Through ML Connect, the Cogan Bonelli Group has access to a vast number of defined contribution and defined benefit vendors. In turn, the team acts as a consultant to help the client select the best service provider and plan design options based on the company goals.Through these vendor relationships, the client has access to hundreds of investment options. The team\'s robust investment analysis and systematic reviews are especially appreciated by clients who maintain an Investment Policy Statement, and understand the value of having advisors with several professional designations. The advisors on this team visit with the client to review fees, performance and employee communication strategies in an effort to help fulfill plan sponsors\' 404c responsibilities. Sales presentations and enrollment meetings are available in multiple languages and complimentary private consultations are offered for all plan participants as well.The Cogan Bonelli Group has been approved by Merrill Lynch Wealth Management as a Retirement Services Designated Financial Advisor team focusing in Defined Contribution Plans. They bring almost 50 years of cumulative experience and pride themselves on increasing enrollment, and enhancing every participant\'s retirement outcome. We feel that plan sponsors are very impressed with the team\'s commitment to service and their breadth of knowledge beyond the retirement marketspace. References are available upon request.

Education

• California State University of Northridge

  Bachelor's Degree

  2001 — 2005