Thank you for visiting my website. Here, you will find insightful tools and resources offered by Merrill Lynch Wealth Management, videos explaining current market conditions and relevant financial planning topics, along with articles by our firm's CIO.I have been Merrill for over 6 years. I am forever grateful for the opportunity to work at one of the most well-respected wealth management firms in the world. With the power of Bank of America banking services and Merrill Lynch Wealth Management behind me, I have the confidence and tools to help my clients with every aspect of their financial lives.I look forward to helping you navigate the markets and plan for your financial goals.*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.