Sabrina Brathwaite

About Sabrina Brathwaite

Sabrina plays a major role in streamlining, organizing and integrating clients into the Merrill Wealth Management Process. She has been an associate of Merrill Lynch Wealth Management for over nine years. Sabrina has served in the capacity of account operations and client service excellence. She has earned the Chartered Retirement Planning Counselor™ designation. She focuses on retirement planning where she works with individuals, small businesses and company retirement plans. Sabrina has a Bachelor of Arts and a Masters of Business Administration from Winthrop University.*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.

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   Aug 2006 — Present

   Our mission is to provide clients with the highest level of investment and strategic advice, service, and individualized attention. Our team has over 30 years of providing financial services to clients. We have seen good markets and challenging markets. More importantly, we know how to lead clients through ever changing markets to help achieve their financial goals. Using Merrill and Bank of America global resources, our team advises clients in every step of their financial life cycle through the creation of customized wealth management strategies. We focus on implementing strategic asset allocation plans, wealth forecasting, equities, fixed income, structured products and insurance recommendations. However, asset allocation does not ensure a profit or protect against loss in declining markets. We are committed to help each client achieve financial stability and independence. It is our intention to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to wealth accumulation.

Education

• Winthrop University

  Master's Degree

  2000 — 2006

• Winthrop University

  Bachelor's Degree

  1995 — 1999

• Dillon High School

  High School Diploma/GED

  1993 — 1995

Skills

• Wealth Management
• Retirement Planning
• 401k Strategies