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Mary-Ann Abida
Senior Financial Advisor @ Merrill Lynch
Circle d9a3f3d36671495c626005f64672614201943721e0cc6bfeb90365549145c0bf
Reviewing a prospect’s portfolio and preparing to make recommendations better suited to their risk tolerance.
2M ago
Tue May 29 2018
Circle d9a3f3d36671495c626005f64672614201943721e0cc6bfeb90365549145c0bf
Just found out I passed the Certified Plan Fiduciary Advisor exam! Managing corporate retirement plans (401K, Profit Sharing, Defined Benefits,etc...) is a huge reponsibility, in addition to yrs of experience doing so, I’m now certified as a fiduciary!
2M ago
Fri May 11 2018
Circle d9a3f3d36671495c626005f64672614201943721e0cc6bfeb90365549145c0bf
Working with several business owners to maximize retirement and tax savings by opening and funding a SEP plan for 2017. It’s crunch time!!
3M ago
Fri Apr 13 2018
Circle d9a3f3d36671495c626005f64672614201943721e0cc6bfeb90365549145c0bf
Trying to pick my jaw off the floor after skimming through a 100 page contract to calculate a prospective client’s Variable Annuity expenses - 3.9%!!!!!!
4M ago
Fri Mar 23 2018
Circle d9a3f3d36671495c626005f64672614201943721e0cc6bfeb90365549145c0bf
Building a passive investment strategy to compliment a client’s predominantly actively managed portfolio.
4M ago
Sat Mar 17 2018
Circle d9a3f3d36671495c626005f64672614201943721e0cc6bfeb90365549145c0bf
Tax saving strategies for business owners - SEP IRA’s are a clear favorite this year, easy to open and maximize funding before tax time.
4M ago
Tue Mar 13 2018
Circle d9a3f3d36671495c626005f64672614201943721e0cc6bfeb90365549145c0bf
Prepping presentation on trust and estate planning for support group of parents of children with special needs.
5M ago
Thu Feb 22 2018
Circle d9a3f3d36671495c626005f64672614201943721e0cc6bfeb90365549145c0bf
Figuring out an equitable divorce settlement that will get my newest client to and thru retirement.
6M ago
Thu Jan 11 2018
Circle d9a3f3d36671495c626005f64672614201943721e0cc6bfeb90365549145c0bf
Checking out WIWO!
6M ago
Thu Jan 11 2018
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