As a financial advisor, I work with my clients to develop a holistic financial strategy aligned to their priorities and goals. That includes banking, liabilities, and investment needs.
I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.