PROFESSIONAL PROFILE

Rita Evans is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., CRPC®, CSNA, and a CFM. She is licensed in all investments, including alternative investments, all life and health insurace, and variable annuities.

A native Atlantan raised in a family of entrepreneurs, Rita works with people in transition, ie, retirement, divorce, widowhood, business owners, and corporately detached executives. Her high energy level serves her well as she helps business owners strategize cash management, retirement plans for their companies, and customized lending solutions. Her achievement in this area was acknowledged by her nomination as "Financial Advocate of the Year", by the Atlanta chapter of the National Associaton of Women Business Owners in 2005.

Having had career experience in healthcare as an administrator, as a case manager, and LCSW, her knowledge of the medical and insurance community makes her an outstanding advocate for retirees in helping them to plan their retirement income needs and strategies.

As a wife and mother of two daughters, one of them with special needs, she works well with families of children and adults with special needs. Her values based approach to developing financial strategies allows her to utilize all types of trusts and other techniques to assist clients and their advisers in developing their estate plan.

Her volunteer efforts are focused toward women and healthcare groups. A Leadership Atlanta graduate, she is very involved in making a difference for people in her community. She received the Eckerd 100 national award for community service in 1999. An honor graduate of the University of Georgia, she loves to learn and to educate her clients about the financial choices that they need to make to enable them to reach their life goals.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com