PROFESSIONAL PROFILE
Resa Mayor believes that providing wealth management advice and services is an ongoing and dynamic process. Before she gives any investment recommendations, Resa looks at your entire financial picture. She takes the time to know about all aspects of your life, and what really matters to you. Successful investing is about achieving goals. In order to get there, she will help you to set realistic expectations, to establish your objectives, and to recommend appropriate strategies that will work together to achieve favorable results. The process also takes monitoring and review, as well as ongoing communication with you, the client. Life changes can greatly impact your financial future, and Resa’s 23 years of experience as a financial advisor, along with the breadth and depth of Total Merrill, can guide you along your path to financial success.
Resa has worked with both individual and corporate clients throughout her career. Whether you are planning for retirement, managing your retirement, concerned about wealth transfer, or managing your business, she can work with you to find the right investment solutions for you.
Resa has been a financial advisor for 23 years, joining Merrill Lynch in 2004. She is a graduate of the University of Illinois with a Bachelor of Science, Finance degree. Her outside activities include membership in the C-U Kiwanis Club, having served as past president in 2003-2004 and Kiwanian of the Year in 1998-1999, as well as singing and performing with The Chorale, (a community choral group). She enjoys spending time with her husband, traveling and gardening.