The Morris Public Library Online presents the Women & Money Roundtable Series on February 17, March 17, April 21, May 19, June 16, 1 PM, with Julia Strayer and Liz Maccarone.
The Women & Money Roundtable Series is a way to empower and educate women of any age on financial matters that affect their lives. Morris patrons are invited to participate in the roundtables on a monthly basis.
This is a collaborative event of the following libraries/organizations: Morris Public Library, New Canaan Library, Fairfield Public Library, Darien Library, Brookfield Library, New Milford Library, Burnham Library, Scoville Memorial Library, Simsbury Library, Rowayton Library, Trumbull Library, Stonington Free Library, Woodbury Library, Westport Library, Bronxville Library, Rye Free Reading Room, Purchase Free Library, Mamaroneck Library, Pound Ridge Library, Bedford Free Library, Scarsdale Library and the YWCA- Greenwich.
Julia Strayer, CPWA®, CIMA®, CRPC®
Senior Vice President, Wealth Management Advisor
Prior to joining Merrill Lynch Wealth Management in 2000, Julia was a vice president and private banker for BankBoston’s Private Bank for 7 years, responsible for asset management and trust services. Previously, Julia worked in marketing for 9 years with Merrill. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business. Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today.
Liz Maccarone, CRPC®
Senior Financial Advisor
Liz joined Merrill Lynch Wealth Management in 2012. Liz works closely with high-net-worth individuals and their families to create personalized and comprehensive strategies that support their goals, including investment management, retirement planning, liability management, and multigenerational planning. Liz values the importance of establishing and cultivating relationships with families including the next generation.
Liz graduated from Fairfield University with a dual bachelor’s degree in Finance and Marketing. She began her career working at a boutique investment firm as a Business Development Associate, specializing in commodities and futures trading.