Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
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 join the financial services industry is my desire to help others. This passion to help stems from my experience and the financial challenges I have watched friends, families or myself experience in the past. As witness to the challenges faced by important people in my life, I recognized the need for a professional and caring team to help others realize the life they want. My purpose is to help others define their goals, establish a wealth management strategy centered on their priorities and then help them to adjust their strategy, as needed, as the inevitable changes in life occur.
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.
