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Merrill Lynch Financial Advisor Ellen A Nastase
100 Spectrum Center Drive, Irvine, California, United States
About the Merrill Lynch Financial Advisor Ellen A Nastase
Merrill Lynch Financial Advisor Ellen A Nastase is a finance institution located at 100 Spectrum Center Drive in Irvine, California, United States. Ellen Nastase, a Vice President and Senior Financial Advisor, provides personalized financial solutions for investors based on their risk tolerance, time horizon, and overall investment goals. She focuses on wealth management planning, with a philosophy that places the investor at the forefront while keeping an eye on the market.
Ellen's services include retirement, college education, and cash management planning. She joined Merrill Lynch Wealth Management in 2005 and holds a Bachelor's Degree in Literature from the University of Bucharest and an MBA from Woodbury University. Ellen lives in Huntington Beach with her husband and enjoys international travel, acrylic painting, and beach walks.
With the support of Merrill's global resources, Ellen's team is dedicated to building strong client relationships based on trust and personalized service. The institution offers the Merrill Personal Wealth Analysis™ to create personalized financial plans centered on individual goals and achievements. Ellen believes in understanding her clients' priorities, whether it's transferring wealth, pursuing passions, or planning for future generations.
By utilizing the Investment Personality Assessment and staying informed about changes in clients' lives, Ellen aims to develop customized financial approaches that help clients pursue their goals. She emphasizes the importance of ongoing communication and adjustments to the financial plan as life and market conditions evolve.
Ellen Nastase is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Merrill Lynch Financial Advisor Ellen A Nastase is committed to helping clients navigate the complexities of their financial lives and achieve their goals through personalized investment strategies and comprehensive financial solutions."
Photos of Merrill Lynch Financial Advisor Ellen A Nastase
100 Spectrum Center Dr, Irvine, CA 92618, United States
Opening hours of Merrill Lynch Financial Advisor Ellen A Nastase
Monday:
07:00 - 15:00
Tuesday:
07:00 - 15:00
Wednesday:
07:00 - 15:00
Thursday:
07:00 - 15:00
Friday:
07:00 - 15:00
Saturday:
Day off
Sunday:
Day off
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