MERRILL LYNCH--LAUREN FRITZ-MARINER

Lauren Fritz-Mariner	(302) 227-5132	Senior Financial Advisor
Jessica Paul	(302) 227-5136	Registered RD Assistant

PROFESSIONAL PROFILE

Lauren Fritz Mariner joined Merrill Lynch in 2000, currently serving as a Financial Advisor, Assistant Vice President in the Rehoboth Beach, Delaware office.
Her business achievements include membership in the firm's club for excellence and a Certified Financial Manager designation, which is a Merrill Lynch self study curriculum based on a variety of wealth management topics and a course exam. She has also been recognized by Merrill Lynch Credit Corporation for eight years as a top producer for Merrill Lynch's mortgage division extending exceptional client service.
Lauren concentrates on assisting clients in developing long-term financial strategies, which include retirement and educational needs as well as liabilities management and insurance.
Although a native of Iowa, Lauren graduated from Salisbury State University, with a B.A. in Communications. She has over fifteen years experience in the financial services industry. Lauren is a member of the Georgetown Chamber of Commerce and is an active committee member of Wesley United Methodist Church in Georgetown where she also teaches Sunday School. Lauren assists various civic and charitable organizations when called upon and served as the Development Chair for the Jefferson School during her daughter's attendance. Lauren maintains an active role in the Miss America Scholarship Program where she was once a local title holder and director, is a certified judge and coach and participates as a host family in the "Outstanding Teen Division."
Lauren has two principal rules when conducting business: 1.) The Golden Rule and 2.) The Sundown rule (which means every message received is returned by the end of the day).

Jessica Cox is a Client Associate. She graduated from Randolph Macon College with a degree in Business Economics. Jessica has past experience as a Senior Trust Coordinator specializing in paralegal work, trust and estate law research.
Our practice focuses on a disciplined approach to helping clients realize their financial goals and objectives.

Our relationship with clients begins with a full profile of their current situation, goals, risk tolerance and timelines. We include attention to areas concerning tax, debt, mortgage, estate plan, legal work, insurance coverages (life, disability, long term care, survivorship), education, special needs, philanthropic & charitable concerns, retirement, income, principal protection and portfolio structure, working with a client's other Advisors, such as Accountants and Estate Planning Attorneys. We do a thorough analysis before any investment recommendations are made in order to provide a structure for implementing strategies specific to client needs. Our process, which involves education and open communication gives our clients a better understanding on how to achieve their desired results. Once a strategy is agreed upon, we implement for our clients and take on the many responsibilites of transfers, titling, consolidation, tracking, reporting and tax recordkeeping(cost basis and year end reporting). This simplifies the financial management responsibilities of our clients while giving them personal attention and service along with unparalleled technology.
Our service model is customized to fit the needs and schedules of our clients. We actively share research and ideas and provide opportunites for clients to attend educational and appreciation events.

We invite you to schedule a no-fee consultation on how our team can take you to the next level in financial management. Please call us at 800-487-4518 x 5132

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