In partnership with Merrill Lynch Financial Advisors and fellow Darien residents Jim Clarke and Taylor Marron, join us for an important Lunch & Learn conversation on financial readiness for women. Life is filled with transitions—from career changes and caregiving responsibilities to marriage, divorce, retirement, and everything in between. This informative discussion is designed to help women better understand their financial picture, prepare for unexpected challenges, and make informed decisions about the future. Through real-life experiences and practical planning strategies, we'll explore how thoughtful financial planning can provide greater confidence, clarity, and peace of mind—no matter what life brings.

Join us at 12:00pm. Lunch will be provided, and the presentation will begin at 12:30 p.m.    This event is free to attend but registration is required. Limited spots available.

About the Speakers

James Clarke, CPWA, is a Merrill Lynch Wealth Management Advisor with more than 30 years of experience helping individuals and families navigate important financial decisions and plan for the future. He specializes in comprehensive wealth planning, including retirement, investment strategies, insurance, lending, and estate considerations. James earned his bachelor’s degree from Boston College and holds the Certified Private Wealth Advisor® designation. He is also a member of the Investments & Wealth Institute’s Expert Faculty Network. A longtime Darien resident, he lives in town with his wife, Susan, and their four daughters.

Taylor Marron is a Merrill Lynch Wealth Management advisor with a background in institutional markets and extensive experience helping clients navigate complex financial decisions. After beginning her career on Morgan Stanley’s corporate bond trading desk and spending more than a decade in institutional sales, Taylor transitioned to wealth management to help individuals and families plan for their financial futures. After stepping away to raise her four children, Taylor returned to the industry in 2022 and joined the Clarke Group as an advisor in 2025. She brings a unique combination of professional expertise and personal perspective to helping clients build confidence and clarity around their financial goals.