A Transforming World
Investment Themes for the New Geopolitics
This will focus on:
· Three Mega-trends we
believe are reshaping our world
· The New Opportunities – and new risks- they represent
· How to position your portfolio for a transforming worldLaura J. Pilz, CFP, CRPC
Vice President & Wealth Management Advisor, Merrill Lynch
over 30 years of experience in financial services, Laura provides individuals,
couples and families with financial planning guidance and investment management
advice to help them achieve a secure financial future. Laura joined Merrill
Lynch in 2003, after having an excellent experience as a client. Laura provided
banking and lending counsel to corporations and small businesses with Mellon
Bank and Bank of America prior to focusing on individuals in her current role.
graduated from Chatham College with a BA in Economics and holds an MBA in
Finance and Accounting from the University of North Carolina at Chapel Hill.
She has a Certified Financial Planner certification awarded by the Certified
Financial Planner Board of Standards, Inc. She has also achieved the Chartered
Retirement Planning Counselor designation and holds an insurance license.
serves on the boards of the San Francisco Ladies Protection and Relief Society,
The Maybeck Foundation and the Financial Women’s Association of San Francisco.
Laura enjoys sharing time with
family and friends. Her interests
include: cooking, wine tasting, reading with her three book clubs.