With 30+ years in the financial services industry, I re-joined Merrill Lynch Wealth Management and am focused on working with individuals and families. I received my bachelor’s degree (magna cum laude) in Business/Economics from UCLA in 1994.I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Among the reasons I chose to work in the wealth management field is my strong desire and passion to help others. I start with a meaningful fact-finding conversation, building a foundation that helps me understand your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, we collectively formulate disciplined financial strategies, drawing from the investment insights of Merrill Lynch Wealth Management and access to the banking convenience of Bank of America. As your life and the markets change, we will meet to track and adjust strategy, 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.
