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.
SE-AWMA™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
