PROFESSIONAL PROFILE
Marian Lenz is a Certified Financial Manager, International Wealth Management Advisor, and Certified Investment Manager Analyst (CIMA®). Her studies in Economics with honors in Science, Technology and Society at Stanford University lay the ground work for her many licenses. She now assists an exclusive group of individuals, families, business owners and institutions anticipate, identify, prioritize and achieve their financial goals using a strategic investment approach.
After a thorough analysis to quanitify and identify financial options, Marian helps clients create an investment policy according to their goals, tax situation, time horizons and risk profile using top managers within various disciplines. She identifies portfolio, retirement, estate, college, business and credit solutions by drawing upon the global resources and specialists of Merrill Lynch. Forming long-term relationships, she develops strategies and monitors each clients' progress by reviewing financial situations regularly and adjusting both the portfolio and action plan as the markets, the economy and their needs change.
Marian strives to provide unparalleled service and create personal and productive relationships whereby clients not only recognize the quality and value she provides together with the global resources of Merrill Lynch, but enjoy working with her to secure their financial future.