Talya empowers clients to align their financial life with their values and personal priorities. Through ongoing consultations, Talya helps clients map and maintain an investment approach toward objectives such as income in retirement, supporting a family member with special needs, socially responsible investing, philanthropic giving and legacy planning. Previously Talya worked in private wealth management at Morgan Stanley Smith Barney and in investment banking at BMO Capital Markets.
Talya holds the CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Special Needs Consultant® and Chartered Retirement Planning CounselorTM designations. She feels that she has a deep understanding of all components of wealth management and she is committed to professionalism. She is a 2006 Magna Cum Laude graduate of Barnard College and the Jewish Theological Seminary (JTS) where she majored in Economic History and Talmud (Jewish Law). Talya also holds an M.A. in education from JTS. She is an active community volunteer and serves as a trustee of JTS and of Hadar Institute. Talya lives in Mount Pleasant with her husband and their three children.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Life is a series of challenges, both welcome and unexpected. The Friese-Phillips-Bock Group is committed to helping you meet financial challenges at every stage of life. Whether your focus is on retirement, funding an education for children or grandchildren, transitioning wealth to future generations, providing lifetime care for a family member with special needs – or all of the above – we can work with you to design thoughtful, objective strategies tailored to your individual goals.We are an engaged, conscientious team with the personal and professional experience to address a wide range of wealth management needs. In addition, we have access to a deep pool of knowledge through an extensive network of Merrill trust, insurance, estate planning services, and other specialists. By combining their skills with our insights, we can help you chart a course and periodically adjust it to keep moving toward your financial goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
