Gracjana Sawicki

Advisor at Merrill

Updated today

Location

Southampton, NY 11968

Credentials

Series 66

Industry experience

1 year

About

Gracjana Sawicki is a Resident Director and Wealth Management Advisor at Merrill, specializing in family wealth management strategies, personal retirement planning, and small business strategies. Leveraging extensive experience as a former U.S. Army Judge Advocate General's Corps officer and over 18 years as a civilian attorney and small business owner, she now focuses on proactively assisting clients in developing their financial needs and goals and creating personalized financial strategies to help achieve them. Gracjana emphasizes understanding clients' life priorities to tailor plans aligned with their aspirations.

She holds a Bachelor's degree from Michigan State University and a Juris Doctorate degree from the University of Detroit School of Law. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gracjana is a member of the American Legion and is involved in her children's schools, reflecting her commitment to community engagement.

Gracjana combines her legal and business background with the resources and technology provided by Merrill to deliver competent and timely financial guidance. While no longer practicing law, she draws on her advisory experience to build trusted client relationships, prioritizing a professional yet personable approach. Outside of work, she enjoys hobbies such as chess, football, golfing, hunting, and spending time with her family.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Business ownership considerations Retirement income strategy General retirement planning Business Financial Management

Occupation focus

Founder/Business Owner Attorney

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

60 Jagger Ln

Southampton, NY 11968

Most active in

New York · Texas

Work history

Bank of America, N.A.

2025 - Present (1 year)

Merrill

2023 - Present (3 years)

NAE Edison

2022 - Present (4 years)

Unemployed

2017 - 2022 (5 years)

Twinn Palms

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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