PROFESSIONAL PROFILE

As a Wealth Management Advisor, Angela has achieved the Certified Financial Planner®, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She has completed post graduate study at The Wharton School and recieved the Certified Investment Management Analyst® designation. She is a Personal Investment AdvisorySM Program Portfolio Manager. She has received Merrill Lynch's new professional designation, Certified Special Needs Advisor(CNSA).

Angela, along with a team of specialists, is focused on providing exemplary service to a select group of families and businesses through personal integrity, trust, honesty, respect and commitment.

She has been with Merrill Lynch for 14 years and specializes in total portfolio guidance with an emphasis on evaluating financial strategies for businesses and ultra affluent investors.

She is a native of Florida, she lives in Cape Coral with her four children; Logan, Hannah, CJ and Chloe. Angela's involvement both in and outside the community is captured through her volunteerism with numerous charities and organizations including; The Cape Coral Chamber of Commerce, Leadership Cape Coral, Council for Progress, Cape Coral Community Foundation's Giving Alliance of Women, Greater Fort Myers Chamber of Commerce, Women in Business, Cape Coral Chamber Education Committee Chair, Special Populations, The National CMV Registry and The National Association for the Deaf.