Elise Ariana Anderson
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Elise Ariana Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in financial services since 2013 and brings a comprehensive understanding of wealth management that considers the multiple factors impacting a client’s financial life. Elise focuses on creating tailored financial strategies by thoroughly understanding her clients' goals, risk tolerance, time horizon, liquidity needs, and investment objectives. Her expertise includes family wealth management, LGBT wealth planning, personal retirement planning, philanthropic and socially responsible investing, small business strategies, and women and wealth.
Elise holds the Accredited Portfolio Management Advisor (APMA) and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from the Guildhall School of Music and Drama. As a fifth-generation Coloradoan, she maintains strong ties to her community through involvement with organizations such as the Grand Junction Symphony Orchestra, Colorado West Estate Planning Council, Delta Egyptian Theater, Grand Junction Symphony Guild, St. Mary’s Foundation Estate Planning Council, and Support-A-Soldier. Outside of her professional commitments, Elise enjoys antiquing, camping, hiking, music, reading, running, traveling, watching movies, writing, and yoga.
Bank of America N.A.
2020 - Present (6 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2020 - Present (6 years)
Ameriprise Financial Services, Inc.
2015 - 2020 (5 years)
Grand Junction Orchestra
2007 - Present (19 years)
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