Agne Mir
Financial Advisor at Merrill Lynch Wealth Management | Bedminster, New Jersey, United States
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Agne Mir currently serves as a dedicated Financial Advisor at Merrill Lynch Wealth Management, where she leverages her extensive expertise to help clients navigate the complexities of wealth management with confidence. In her role, Agne specializes in developing comprehensive financial plans tailored to each client’s unique goals, whether it's wealth growth, retirement planning, or estate transfer strategies. Her approach emphasizes meaningful conversations, ensuring she truly understands her clients’ aspirations and concerns before diving into detailed financial discussions. This client-centric philosophy allows her to craft personalized solutions that align with their long-term objectives.
Agne has been instrumental in managing a diverse portfolio of clients, including high-net-worth individuals, families, and small business owners. She excels in areas such as divorce wealth management planning, family wealth transfer strategies, and small business retirement plans, providing holistic advice that integrates estate planning, tax efficiency, and risk management. Her expertise in portfolio management and retirement planning ensures her clients are well-positioned to preserve and grow their wealth over time.
One of her key projects involves implementing customized estate transfer strategies that maximize wealth transfer efficiency while minimizing tax liabilities. She also works closely with clients to develop sustainable retirement income plans, utilizing Merrill Lynch’s sophisticated tools and resources. Agne’s commitment to proactive planning and her ability to anticipate clients’ evolving needs make her a trusted partner in achieving financial security. Her success is measured not only by the growth of her clients’ assets but also by the stories of financial milestones and goals they reach together, reflecting her dedication to building lasting relationships rooted in trust and expertise.
Financial Advisor at Merrill Lynch Wealth Management in April 2021 to Present
Financial Consultant I at Fidelity Brokerage Services LLC in March 2020 to April 2021
Financial Consultant at Santander Securities in March 2017 to March 2020
Licensed Banker at Santander Securities LLC in April 2013 to March 2017
Bank Employee at Santander Bank in May 2011 to May 2013
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Arkansas State University, Masters of Business Administration, August 2026
Arkansas State University, August 2026
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Divorce Wealth Management Planning
Family Wealth Management Strategies
Small Business Retirement Plans
Portfolio Management and Retirement Planning
Estate Planning Strategies and Wealth Transfer
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What is Agne Mir email address?
Email Agne Mir at [email protected]. This email is the most updated Agne Mir's email found in 2026.
How to contact Agne Mir?
To contact Agne Mir send an email to [email protected]. (updated on May 01, 2025)
What company does Agne Mir work for?
Agne Mir works for Merrill Lynch Wealth Management
What is Agne Mir's role at Merrill Lynch Wealth Management?
Agne Mir is Financial Advisor
What is Agne Mir's Phone Number?
Agne Mir's phone (201) ***-*291
What industry does Agne Mir work in?
Agne Mir works in the Financial Services industry.
Agne Mir Email Addresses
Agne Mir Phone Numbers
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