Myra is a Wealth Advisor, LPL Financial, serving clients nationwide since 1985. After managing client accounts while at Merrill Lynch in Boston and New York City, Myra moved to Marin County in 1991 and continued her practice as an independent advisor with Associated Securities. In 1992 she attained the CERTIFIED FINANCIAL PLANNERTM certification from the College for Financial Planning.
Early in her career Myra recognized that each person’s relationship with money is unique and she strives to identify and respond to each client’s needs, risk tolerance and objectives. She was listed as one of “The 10 Most Dependable Wealth Managers of Northern California 2006”* in Spirit Magazine. The award listing is based on number of clients, assets under management, experience, industry certifications and customer satisfaction. With a focus on identifying investment opportunities for her clients, Myra’s efforts are research-oriented and combine fundamental as well as technical analysis.
Myra has two “twenty-something” sons and during their formative years enjoyed serving on the boards of two schools as well as Associated Securities.
Born in New York, she received her BA in Communications/Business from Simmons College, graduating as a member of the Honor Society.
Myra has raced and taught sailing and has two NYC Marathons under her belt. Enjoying intellectual pursuits, such as studying philosophy, as well as the natural world, Myra spends outdoor time hiking the trails of Mt. Tam.
*Source - The 10 Most Dependable Wealth Managers of Northern California. October 2006 Spirit Magazine