visimoney
TLDR:
Kathleen DeLong, Managing Director and West Los Angeles Senior Market Executive at Merrill Lynch Wealth Management, has been recognized as an influential woman in the finance industry for 2024. DeLong has experienced rapid growth within Merrill, starting as a financial advisor and now leading three key offices in the West LA area. Her team manages current combined assets of $26 billion and focuses on tax-efficient strategies for high-net-worth individuals, families, and businesses.
Key Points:
- Kathleen DeLong has been named one of the influential women in finance for 2024.
- DeLong started her career as a financial advisor at Merrill Lynch and has since been appointed to executive leadership roles.
- She currently leads three Merrill offices in the West LA area, serving high-net-worth individuals, families, and businesses.
- Under DeLong’s leadership, her team manages combined assets of $26 billion and focuses on tax-efficient strategies.
Kathleen DeLong, the Managing Director and West Los Angeles Senior Market Executive at Merrill Lynch Wealth Management, has been recognized as one of the influential women in the finance industry for 2024. DeLong’s rise within Merrill Lynch has been noteworthy, starting as a financial advisor and quickly being appointed to executive leadership roles. She has recently been brought to Los Angeles to lead one of the largest and top-producing Merrill regions in the country, overseeing three key offices in the West LA area: Beverly Hills, Century City, and Santa Monica.
The flagship market that DeLong oversees consists of 120 financial advisors and 85 support staff, operations, and management teams. Together, they serve high-net-worth individuals, families, and businesses, managing a current combined assets under management of $26 billion. Since DeLong took on her new position, this number has seen a nearly 14 percent increase.
DeLong and her team at Merrill Lynch focus on creating a culture of sharing and innovation in their market. They work closely with clients to help them achieve their financial goals through tax-efficient strategies, managing both sides of the balance sheet. DeLong’s approach and leadership have contributed to the success and growth of the West LA market and have earned her recognition as a woman of influence in the finance industry.
