Suzanne Killea
Private Wealth Senior Consultant
- Role
- Private Wealth Senior Consultant, Managing Director at Merrill Lynch
- Location
- Palo Alto, CA, US
- LinkedIn followers
- 500 followers
About Suzanne Killea
With 20 years of investment and wealth management experience I provide tailored strategies and integrated wealth services to a discrete client base. I work with Section 16 officers, entrepreneurs and privately held business owners, as well as venture and private equity partners, and outside directors. I help each client identify their priorities and goals, and I develop strategies to achieve said goals. I leverage the breadth and depth of expertise in both Merrill and Bank of America, including asset allocation and investments, risk management, private banking and lending, and specialty asset management, as well as estate, tax, trust and philanthropic expertise. I also assist with commercial and investment banking introductions where relevant. I received my MBA from Stanford University, my BA in Architecture from Princeton University, and I hold the Chartered Financial Analyst®, CFA® designation. I have extensive training in values-based planning and risk allocation frameworks. I also understand the unique financial issues relating to divorce, and I keep abreast of wealth management planning for LGBT clients.
Experience
Private Wealth Senior Consultant, Managing Director
Jun 2003 — Present
Asset allocation does not ensure profit or protect against loss in declining markets. 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. CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute. Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.
Education
Princeton University
Bachelor's Degree
1979 — 1983
Stanford University
Master's Degree
1989 — 1991
Santa Catalina School
High School Diploma/GED
1975 — 1979
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