Merrill

Born in Zambia, educated in Great Britain and of Indian descent, Cristy brings a wealth of cultural and financial experience to her financial advisor role.

With a deep desire to work directly with individuals and families and to feel the genuine impact she believes her guidance can make, Cristy relishes the satisfaction of treating clients like friends and assisting them with the pursuit of their financial goals. Of primary importance to Cristy is helping to bring wealth management clarity and care to clients – often when personal challenges may make it difficult for them to maintain financial discipline.  

Cristy notes that Merrill Lynch has been serving the needs of clients for more than 100 years, and believes that she and her Merrill Lynch team can help clients determine the financial strategies to pursue what's most important to them.  In addition, Cristy is a great believer in taking part in community activities, and is proud to be part of an organization that is committed to social and professional responsibility. Generous with her time and resources, Cristy serves on several boards and foundations. Her family received the Red Bandanna Award for selfless contributions to others.

Cristy holds a Bachelor’s degree from Hofstra University and an MBA from Baruch College. Cristy and her husband are the proud parents of two sons and reside in Morristown, NJ.

Ashley joined Merrill Lynch Wealth Management as an intern and after graduation she was hired into the Financial Advisor Development Program (FADP). Ashley knew she wanted to work for a company she believed would consistently support its employees and empower them to strive for success and she found those attributes when she joined Merrill.  

As an Advisor, she helps clients simplify their financial lives by getting them to focus on—and prioritize—their financial goals. She is committed to offering financial strategies designed to help them pursue their desired outcomes as they work to build, manage and preserve their wealth for current and future generations. 

Ashley is proud to be a Merrill Lynch Advisor, someone who can help clients understand the range of opportunities and strategies that she can employ to address their unique needs. She thinks of her role more as a passion than a job.

Natalia joined Merrill Lynch Wealth Management in March 2017 because she felt strongly that Merrill Lynch offered her everything she was looking for in a long-term career: a goals-based wealth management process, access to global resources, current (and future) technology, and services that she believed could enhance the ability of clients to pursue their financial goals and dreams.  

Natalia feels strongly that it’s important to really get to know a client’s risk tolerance, time horizon, liquidity needs and goals, and to pay close attention to both sides of a client’s balance sheet.  Her ability to offer goals-based wealth management services, as well as the banking convenience of Bank of America, provides a way to help clients integrate and manage many of the pieces of their financial lives.  

By getting to know what matters most to clients and understanding their timetable for accomplishing their goals, Natalia believes she and her team can offer advice on implementing appropriate strategies designed to address individual, family and other goals.

Natalia has a BA in Economics from the University of California, Los Angeles (UCLA). With seven years of military service, Natalia has completed two tours in both Iraq and Afghanistan. In her spare time, Natalia supports events for members of the U.S military and law enforcement agencies. She loves to travel, exercise, and maintain a healthy lifestyle.

Born in Zambia, educated in Great Britain and of Indian descent, Cristy brings a wealth of cultural and financial experience to her financial advisor role.

With a deep desire to work directly with individuals and families and to feel the genuine impact she believes her guidance can make, Cristy relishes the satisfaction of treating clients like friends and assisting them with the pursuit of their financial goals. Of primary importance to Cristy is helping to bring wealth management clarity and care to clients – often when personal challenges may make it difficult for them to maintain financial discipline.  

Cristy notes that Merrill Lynch has been serving the needs of clients for more than 100 years, and believes that she and her Merrill Lynch team can help clients determine the financial strategies to pursue what's most important to them.  In addition, Cristy is a great believer in taking part in community activities, and is proud to be part of an organization that is committed to social and professional responsibility. Generous with her time and resources, Cristy serves on several boards and foundations. Her family received the Red Bandanna Award for selfless contributions to others.

Cristy holds a Bachelor’s degree from Hofstra University and an MBA from Baruch College. Cristy and her husband are the proud parents of two sons and reside in Morristown, NJ.