My Story and Services

Maria delivers full service, turnkey solutions through a comprehensive planning process to develop strategies and solutions for all aspects of her clients’ financial lives. Her measured and diligent approach provides clients not only with clarity that their financial objectives are being met, but also confidence in their financial plan augmented by access to Sage’s premium, concierge client service.

Maria began her career on Wall Street in 1992 and brings over fifteen years of investment banking experience having covered private equity and financial sponsor clients at Goldman Sachs, JPMorgan Chase, Citibank, and The Royal Bank of Scotland. As a Managing Director of Financial Sponsor Coverage at the Royal Bank of Scotland, Maria structured complex debt solutions to finance her clients’ acquisitions of portfolio companies and also led RBS’ equity co-investment along with the Sponsor in several acquisitions. The financings took into account a deep, analytical assessment of the creditworthiness, as well as the equity investment profile, of each client as well as their interest rate and foreign currency hedging requirements.

Maria earned an MBA from the Wharton School at the University of Pennsylvania and a BA in Economics and Political Science from Wellesley College. Maria has been an active volunteer with Operation Smile, the Greenwich Scholarship Association, the Greenwich YWCA, and the Greenwich PTA Council. Maria resides in Connecticut, where she was born and raised, with her husband and three children. On weekends, Maria and her family enjoy hiking with their dog, playing tennis and golf, and kayaking and paddling in the Long Island Sound.
Securities Agent: CT, HI, IA, TN, OH, DC, PA, GA, CA, WY, WV, WA, MN, MD, KY, DE, AL, TX, ME, CO, AZ, VT, UT, RI, NY, NV, MI, ID, FL, WI, VA, IL, NJ, NE, NC, MO, SC, OR, NH, MT, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2115911
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Location

One Fawcett Place, 3rd
Floor
Greenwich, CT 06830
US
Direct:
(203) 625-4689(203) 625-4689

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
4 Financially Smart Ways to Take Money Out of Retirement AccountsLink Opens in New Tab
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
2025 Global Economic Outlook: U.S. Policies May Temper Global GrowthLink Opens in New Tab
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Taking Control of Your Finances After Death of a SpouseLink Opens in New Tab
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a BusinessLink Opens in New Tab
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving Link Opens in New Tab
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
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Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Signature Access
  • Business Services
Funding Climate Action: Pathways for PhilanthropyLink Opens in New Tab
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Funding Climate Action: Pathways for Philanthropy

Share a new report in collaboration with the Aspen Institute. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions.

Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
  • Intergenerational Planning
  • Philanthropic Giving
  • Non-Traditional Assets
  • Managing Family Wealth
LISTEN | Passion Assets: Investing in ArtLink Opens in New Tab
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LISTEN | Passion Assets: Investing in Art

When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.
Ready to start a conversation? Contact Maria Merrill today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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CRC 6491812 (04/2024)