The Women and Money Roundtable is a monthly financial literacy program designed to educate women of any age about the financial matters that affect their lives. The program provides information, resources, learning activities, and moderators to educate and create a safe and welcoming place for women to learn, share their experiences and ask questions.
This is a virtual event. Please register here.
This program is brought to you through a partnership between Darien Library, New Canaan Library, Fairfield Public Library, The Westport Library, Bronxville Public Library, Purchase Free Library, and the Rye Free Reading Room.
Julia Strayer, CRPC®, CIMA®, CPWA® is a Senior Vice President, Wealth Management Advisor at Merrill Lynch. Prior to her move to Merrill Lynch in 2000, Julia was Vice President, Private Banker for BankBoston’s Private Bank for seven years, responsible for asset management and trust services. Previously, Julia worked in marketing for nine years with Merrill Lynch. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business.
Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today. Julia has hosted women roundtable discussions throughout her career. She is also an adjunct professor at New York University.
Liz Maccarone, CRPC® is a Financial Advisor. She joined Merrill Lynch in 2012 and is a graduate of Fairfield University. She coordinates and monitors investment strategies and planning services for clients.