I am a Resident Director, Senior Financial Advisor and partner of the BMRB Group in Carmel, CA. Born in France and raised in Brazil, I returned to Paris where I earned an undergraduate degree in Business and Marketing followed by a postgraduate degree in International Trade Practices, Business Law and Foreign Languages. My husband Steve and I have been married 27 years and we have three children, Jared, Margot and Jason, along with our puppy Reba.
I am driven by my passion for delivering excellent service and helping clients pursue their goals. You should consider working with me and our team, who has developed the insight to navigate our clients through all types of market conditions that only decades of experience can bring. We leverage each team member’s areas of focus to provide you with a family-like office environment, where one advisor will assist you in all aspects of your financial future. We feel that you will be rewarded by our extra effort, diversity of talent, capital markets knowledge and commitment in guiding you to achieve your objectives. Our access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America helps address every need of our clients' financial lives.
Currently, I am serving on the Monterey Bay Market Community Leadership Board for Bank of America.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.