Monk, Mitchell, Williams, Vincent & McCauley
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
We place you, the investor, directly at the center of our approach to wealth management—while maintaining a market focus. We work to help you through difficult financial transitions and decisions that may occur in your life. The process begins with a one-on-one conversation, building a foundation designed to help us understand your risk tolerance, time horizon, liquidity needs, priorities and unique financial concerns. From there, a customized investment approach is designed for you, drawing upon the investment insights of Merrill as well as providing access to the banking capabilities of Bank of America. As your needs and the markets change, we will meet to track and adjust your plan, as necessary.
ChFC®, CAIA®, CFA®, CFP®, CIMA®, CLU®, CPFA™, CPWA®, CRPC™, RMA®
CFP®, CRPC™
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.
