Kristina Vikis, Cima®, Cpwa®, Cepa®
About Kristina Vikis, Cima®, Cpwa®, Cepa®
I run a wealth management group at Merrill Lynch Wealth management. My team and I take pride in helping entrepreneurs, executives and business owners preserve and grow their financial, family and social capital. I am passionate and dedicated to providing clients with a tailored approach to financial and investment management strategies. I advise clients on exit planning, investment and retirement income planning, risk management, tax minimization and estate and wealth transfer planning strategies. I hold the Certified Investment Management Analyst® (CIMA®) designation which is awarded by the Investments & Wealth Institute™ in conjunction with The Wharton School. In addition, I hold the Certified Private Wealth Advisor® (CPWA®) designation and Certified Exit Planning Advisor (CEPA).