B2B MARKETING / CORPORATE BRANDING / SOCIAL ENGAGEMENT / DATA VISUALIZATION / THOUGHT LEADERSHIP / FINANCIAL COMMUNICATIONS
Infographics & Social Design for Financial Storytelling For Merril
I designed visual assets for Merrill campaigns spanning retirees, CFOs, and millennials—transforming research findings into engaging reports, infographics, and social graphics. From full report layout to social-ready visuals, each piece was crafted to align with brand standards and connect with key audience segments.
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Designed social graphics and long-form infographics for three Merrill campaigns (Retirement Study, CFO Outlook, Millennial Report)
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Adobe Illustrator (infographic + icon design)
Adobe InDesign (report layout)
Photoshop (image prep, animated infographic)
PowerPoint (internal presentations + content translation)
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How to translate dense financial research into clear, engaging visuals
Best practices for multi-platform asset design within strict brand guidelines
The importance of tailoring tone and design to distinct audience mindsets—from boomers to millennials to B2B executives
Millennials: They're Savvy and They Know It" – Infographic Design for Merrill Edge
I supported the visual development of “Health and Retirement: Planning for the Great Unknown,” a nationally recognized study by Merrill Lynch and Age Wave exploring how health impacts financial planning in retirement.
As part of a strategic initiative by Merrill Edge to better connect with the millennial audience, I designed the infographic “Millennials: They're Savvy and They Know It”, based on proprietary research from the Merrill Edge Report (Fall 2014).
The infographic aimed to distill complex financial data into a visually engaging, scroll-friendly format that spoke directly to millennial values and behavior—highlighting their financial confidence, debt mindset, and savings goals.
My responsibilities included:
Designing clear, data-driven visual sections covering topics like budgeting, investing, and financial motivators across age segments (18–22, 23–28, 29–34).
Crafting a tone and layout that balanced professional credibility with youthful energy, using iconography, minimal color blocks, and horizontal data bars.
Ensuring brand consistency with Merrill Edge’s identity while making the piece highly shareable for web, email, and social platforms.
The infographic became a key content asset for the brand’s millennial outreach—supporting both awareness and engagement around retirement readiness and personal finance.
Merrill Lynch x Age Wave — Health and Retirement Study
I supported the visual development of “Health and Retirement: Planning for the Great Unknown,” a nationally recognized study by Merrill Lynch and Age Wave exploring how health impacts financial planning in retirement.
Merrill Lynch CFO Outlook Survey — Social Media Design
I designed a series of social media graphics to support the launch of Merrill Lynch’s 2015 CFO Outlook Survey, which captured insights from over 600 U.S. chief financial officers on the year’s business and economic outlook.
I designed a series of social media graphics to support the launch of Merrill Lynch’s 2015 CFO Outlook Survey, which captured insights from over 600 U.S. chief financial officers on the year’s business and economic outlook.
My work focused on:
Visualizing Key Data Points: Transformed survey findings—such as 74% of CFOs expecting business growth—into clear, digestible visuals optimized for LinkedIn and Twitter.
Brand Consistency: Aligned every asset with Merrill Lynch’s brand standards, incorporating iconography, typography, and color palettes consistent with the broader campaign.
Engagement Optimization: Designed flexible templates that could be easily updated for real-time posts, ensuring the content remained timely and visually compelling across platforms.
These graphics were used by the corporate communications and marketing teams to drive awareness and engagement with the report during its launch window.
