Merrill Wealth Management named Ivette Plaza market executive for the Mountain Plains territory, which includes Colorado, Nebraska and Wyoming. As a market executive, Ivette will lead a team of financial advisors and other financial professionals to deliver goals-based wealth management to clients, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. She will report to Mountain Pacific Division Executive Anthony DiBlasi.
Anthony DiBlasi: “Ivette brings skilled leadership and diverse financial experience to her new role. She will position us well to serve clients, support our local advisors and grow responsibly.”
With more than 25-years of experience in the financial services industry, Ivette has held leadership positions across Bank of America and Merrill.
Merrill Wealth Management