Managing your wealth starts with a clear, comprehensive understanding of your entire financial picture. By focusing on what matters most to you, we'll help craft a dynamic strategy tailed to adapt to today's evolving market conditions. With access to Merrill's investment expertise and the seamless banking and lending solutions of Bank of America, we're dedicated to helping you pursue your goals through personalized, forward-thinking wealth management strategies.
The strength of our team lies in its unique blend of experience. Based in Century City, we specialize in advisory services that help clients navigate the complex challenges of managing significant wealth. As partners, we bring diverse backgrounds and specialized knowledge to the table, helping to ensure appropriate solutions for each client. Our team includes a Chartered Financial Analyst® (CFA®) charterholder, a CERTIFIED FINANCIAL PLANNER® professional, and a team member with an MBA in finance and accounting. Together, we address the distinct needs of high-net-worth families, including estate planning strategies and asset preservation, with a commitment to exceptional service and results.
CFA, CPWA®
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
