OUR TEAM

We are a six person team operating under the umbrella of Merrill Lynch Wealth Management with an average tenure of 22 years at the firm⁽¹⁾

OUR BUSINESS

We help individuals and families make timely and effective decisions in addressing investment and financial issues

We develop comprehensive wealth plans that reflect our deep understanding of our clients' wealth ecosystem and their objectives and constraints

We build portfolios across asset classes and geographies that are tailored to our clients' requirements and preferences

We leverage our firm's deep capabilities to offer clients an extensive suite of products and potential solutions

OUR CLIENTS

We foster long-term relationships with our clients. The average length of our client relationship is over 14 years⁽¹⁾

^{(1) as of 12/31/2023}