Maria Leda Goebel
Advisor at Merrill — Northbrook, IL Skokie Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
25 years
Location
Northbrook, IL 60062
Merrill
Institution
Maria Goebel is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2007, initially serving as a Client Associate before becoming a Financial Advisor in 2012. As a member of the Karras Poplin Schroeder Group, Maria focuses on managing the wealth and finances of affluent families, retirees, women in transition, executives, and entrepreneurs. Her practice includes comprehensive wealth management with specialized experience in concentrated stock positions, executive compensation, and collaboration with clients' legal and accounting professionals to coordinate financial and legacy strategies.
Maria holds a Bachelor's Degree from Illinois State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She offers clients personalized advice and guidance, creating an environment where they feel understood and supported in achieving their financial goals. Her expertise encompasses portfolio design, long-term strategy, executive compensation analysis, college education planning, corporate benefits, retirement income, and socially responsible investing.
Outside of her professional role, Maria is involved with the American Cancer Society and St. Jude Children's Research Hospital. She enjoys outdoor activities such as hiking, biking, and traveling, and values spending time with her family. Maria is committed to providing empathetic service and comprehensive financial approaches tailored to her clients' objectives.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Northbrook, IL Skokie Blvd
1033 Skokie Blvd
Northbrook IL 60062
Advisors at this office
103
Illinois · Tennessee · Texas
25 years of industry experience
BANK of AMERICA, N.A.
2012 - Present • 14 years
Morton Grove, IL
Merrill
2009 - Present • 17 years
Morton Grove, IL
Banc Of America Investment Services, Inc.
2007 - 2009 • 2 years
TN
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Insurance agent
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Bank
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Real estate agent
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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