My WHY? Helping people feels incredibly satisfying! My clients and I collaborate on a holistic approach in managing their financial, retirement and college goals. Building a relationship and strategizing to find the most appropriate plan takes more than just analyzing numbers; it takes getting to know my clients and their families and their needs to be able to make recommendations that align with their goals and dreams. I am able to give insight on investments and market conditions through a vast support of network within our firm. One of the reasons I chose this firm is due to the resources and tools available to my clients, not only with portfolio diversification, but also utilizing my access to Bank of America for banking and loan needs that may compliment their lifestyle!
I have a passion for people and helping them, this is what drives me! I want to be an extension of their family to create a bridge to any path they aspire to journey down.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
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.
