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. Steve, my husband of 27 years, is loving retirement after 35 years with Hyatt Hotels. Our oldest son Jared, a USC graduate, is working in San Francisco, our daughter Margot graduated from UC Santa Barbara and is now pursuing her Master’s and Jason, our youngest, is enjoying Econ.
I am the Resident Director of our Carmel-Monterey, CA office and Senior Financial Advisor and partner of The McNally Rhoades Bishop Group. I also serve on the Monterey Bay Market Leadership Committee for Bank of America.
My interests include golf, hiking our beautiful Peninsula with our pup and wine tasting with wonderful friends.
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.
