Advisor at Merrill
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Lauretta Burkhart serves as a Senior Resident Director and Wealth Management Advisor at Merrill. In her role, she focuses on developing personalized wealth management strategies tailored to clients’ individual goals and market conditions. She leverages insights from Merrill along with banking and lending solutions from Bank of America to support clients in pursuing their long-term financial objectives. Lauretta emphasizes active portfolio management informed by economic conditions and addresses key client concerns such as managing risks associated with retirement to help clients feel confident about their financial future.
Her areas of expertise include family wealth management strategies, personal retirement planning, and supporting women with wealth. Lauretta holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her bachelor’s degree from Ohio State University and completed her high school education at Colonel Crawford High School.
Outside of her professional work, Lauretta is engaged in community service, reflecting the Merrill tradition of local involvement. Her personal interests include biking, cooking, hiking, and practicing yoga.
bank of america, NA
2009 - Present (17 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2008 - Present (18 years)
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