What Really Matters To:
  • Sir Anthony O'Reilly
  • Petroleos Mexicanos
  • The Jean Coutu Group
  • AT&T Wireless
  • Michele Hooper
  • New Star Asset Management
  • Young People
Michele Hooper 'We have a very specific view about retirement. A cookie-cutter approach won't work for us. Understanding our long-term priorities is paramount.' -- Michele Hooper // 'I helped Michele and Lemuel translate their vision into concrete financial objectives. By understanding their goals, I can advise them on reaching their dreams.' -- Glen Sondag, First Vice President, Investments, The Sondag Group, Merrill Lynch Global Private Client

Michele Hooper and her husband, Lemuel Seabrook III, see retirement as a golden opportunity rather than the traditional "golden years." After years as a top corporate executive, Michele wanted to help change the face of corporate governance by developing her retained search firm that identifies diversity candidates for corporate boards and through her own various board memberships. Lemuel, a managing director, is also looking for meaning in the next phase of life. Although he hasn't retired yet, he is working with wealth advisor Glen Sondag to map his future. The Evanston, Illinois-based couple, like millions of other baby boomers, views retirement as a time to take the road less traveled. This trend, recently explored by the Merrill Lynch New Retirement Survey, found baby boomers are creating a modern model of retirement that incorporates leisure, work and philanthropy.

We're meeting this growing demand head-on with Total MerrillSM — a holistic approach to our clients' financial lives, including investment advice and guidance, mortgage and credit capabilities, and retirement and estate planning. Through Total Merrill, we're helping Michele, Lemuel and others from the generation who once "lived for today" carefully plan for tomorrow.

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