As a Merrill Wealth Management Advisor since 1999, I bring value to families, individuals, and successful business owners by assisting in and encouraging the development of robust, long-term financial strategies by connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter to them most. By guiding clients through a deep discovery process in which they articulate and prioritize short and long term financial goals, clients are in better position to achieve financial success and adjust to life changes. I offer both personalized attention and the global resource of one of the world’s largest financial services firm.
Clients at various stages in their lives can count on us to help them find ways to pursue their financial and life goals which include but not limited to:
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
CIMA®
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.