Senior Financial Advisor with more than 20 years of experience. Managing your wealth begins with a deep understanding of your full financial picture. Based on your current situation, I can create a strategy that reflects your financial goals, taking into consideration your risk tolerance, time horizon and liquidity needs. I provide access to the vast array of Merrill investment capabilities, including investing for retirement, income strategies, college funding, and lending and trust services through Bank of America.
As a Sports and Entertainment Accredited Wealth Management Advisor™ professional, I work with NIL athletes and entertainment professionals to help you pursue your goals through personalized wealth management strategies.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.