Each individual, each family is unique and so are their financial circumstances. With the help of Ivy Menchel, clients can make sound financial decisions today that serve them well into the future.
Ivy’s career as a financial professional began in 1993 at a premier financial services firm. Today she runs a financial planning practice that focuses on the objectives, needs and goals of clients; the process always begins with a thorough understanding of the client’s specific situation; commitment to bring creative solutions to clients for their financial issues; and a strong belief in advisor collaboration. The end result is a plan designed to provide a sense of security in their plan.
Ivy and her team provide comprehensive financial solutions for creative and performing artists, business owners and retirees through Sagemark Consulting, a division of Lincoln Financial Advisors. These successful individuals and families seek their expertise in all areas of planning required by families of wealth. They coordinate various aspects of their financial “house” including estate, business succession, financial independence, investment and legacy planning. People work with them for their creative design capabilities.
Once the planning process is complete, they work closely with their clients and collaborate with their existing advisors (such as attorneys and accountants) to implement these customized strategies – they are the catalyst to make sure things get done! Their attention to detail, personal service and ability to help crystallize life and legacy goals are greatly appreciated by clients.
She earned her BA in Psychology at the State University of New York at Stony Brook. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a CERTIFIED DIVORCE FINANCIAL ANALYST™*. She also holds FINRA Series 7, 63 and 65 security registrations and is fully licensed to provide Life and Health Insurance. She has been a guest speaker on television and radio talk shows and has been the presenter at many workshops. Currently she is a member of the Financial Planning Association, Association of Divorce Financial Planners, New York Association of Collaborative Professionals, International Association of Collaborative Professionals, Institute for Divorce Financial Analysts, New York Women in Film and Television and New York Business Forum.
Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. CRN201111-2061409
*Licensed, not practicing on behalf of Lincoln Financial Advisors Corp.
**Divorce Financial analysis is not offered through Lincoln Financial Advisors.
Ivy will be presenting at the Take Action / Make It Happen Workshop at Women At Woodstock East!