A New Approach to Funding Long-Term Care
Simona’s passion for providing wealth management advice comes from her desire to support people in their efforts to achieve their life and financial goals. Simona’s career with Merrill Lynch started in 2012 and her goal is to assist clients in every aspect of their financial lives. She works with clients to formulate an approachable financial plan that is customized to their unique goals and needs. Simona utilizes the knowledge and experience of Tim Krueger and Cory Fosdyck, as well as the vast resources and research capabilities of Merrill Lynch and Bank of America to bring clarity to investment opportunities and ever-changing market conditions that can impact portfolio returns.
Simona was born in the Czech Republic and came to the United States in her early teen years. She graduated with an MBA and a B.S. in Finance and Business Administration from Florida State University. Simona volunteers with the American Cancer Society and is a member of the Destin Woman’s Club and Destin Toastmasters.
