Maria Merrill
Associate Vice President,
Financial Advisor
Direct:
(203) 625-4689(203) 625-4689
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
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.
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
NMLS#: 2115911
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
One Fawcett Place, 3rd
Floor
Greenwich, CT 06830
US
Direct:
(203) 625-4689(203) 625-4689
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
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 Business
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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
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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.
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Signature Access
- Business Services
Funding Climate Action: Pathways for Philanthropy
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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 Art
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Ready to start a conversation? Contact Maria Merrill today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
