PROFESSIONAL PROFILE
Illana is a Financial Advisor in the Garden City, New York Merrill Lynch office. As a Financial Advisor, Illana focuses on total wealth management and provides solutions for multidimensional personal and business finances. Illana has a defined process by which she works with each client. She insists on understanding the specific situations of the people she works with; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions, and review the progress the client is making toward reaching those goals and objectives. With Illana, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Illana meets regularly with clients to ensure their financial lives are consistent with their personal circumstances.
Illana is a graduate of Queens College with a BA in Accounting. She has been in the financial services industry and with Merrill Lynch since 2000. Prior to joining Merrill Lynch, Illana was an accountant with a local CPA Firm. She lives in Great Neck, New York with her husband and four children.