PROFESSIONAL PROFILE

Tish Wold, CFP®, CLTC, CSNA
Financial Advisor

Tish Wold, and the Wold Group, is pleased to provide a select group of affluent clients and busy professionals with an exclusive concierge approach to leadership amongst their team of professional advisors. Through this Essential Partnership with her clients, she coordinates efforts needed to provide them with seamless service that is required to simplify managing their financial life. The concierge service of the Essential Partnership, along with the finest individually tailored approach to investing and risk management, allows her clients the freedom to concentrate their time and efforts on what they enjoy and to achieve the life that they want.

This Essential Partnership requires Tish to closely coordinate the efforts amongst her client’s attorneys, accountants, and other professional advisors to ensure the client’s complete financial picture is addressed every step along the way. The client’s goals are always the starting point for every discussion and recommendation in developing and implementing strategies to grow and protect their wealth.

Tish holds the CFP® certification, awarded by the Certified Financial Planner Board of Standards, Inc, as well as CLTC (Certified Long Term Care Specialist) and CSNA (Certified Special Needs Advisor). A graduate of the United States Naval Academy, in Annapolis Maryland, she earned a BS degree in Mathematics. Tish joined the Clearwater office of Merrill Lynch in 2007, after 8 years of experience in the financial services industry.

Tish is active in her community, she is involved in many prestigious local organizations, such as: Financial Planning Association of Tampa Bay; Pinellas Estate Planning Council; Development Committee of Pinellas Habitat for Humanity; Business and Professional Women, as well as serving in various leadership roles at her local congregation.

Tracy Allen
Client Associate

Tracy joined Merrill Lynch in 2006 and brings to the team a wealth of knowledge and experience in the financial services field.

Tracy holds a B.S. in Finance from the University of South Florida. Her career began with creating and implementing financial plans for high net worth individuals, then as an operations manager for an independent financial planning firm. Prior to graduation she worked in the banking industry for over 10 years.

With her rounded back ground, she gives the team an operational and administrative expertise that will insure prompt and accurate client interface. Tracy is the initial contact clients have with the team and assists in most client transactions.

Tracy is a volunteer for the SPCA.

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