As Merrill Financial Advisor, I have many years of experience in providing comprehensive wealth planning and wealth management strategies to clients with complex needs. I am a CERTIFIED FINANCIAL PLANNER®, CFP® professional, which I feel demonstrates my commitment to the highest standards of ethics, education, and excellence in the financial industry. My mission is to work with clients one-on-one to identify their financial goals, understand their life priorities, and create customized strategies that help make their life easier and better. I leverage the resources and expertise of Merrill Lynch Wealth Management and the banking convenience of Bank of America to deliver holistic and personalized advice and guidance. I strive to build long-term and trusted relationships with clients and help ensure their satisfaction and success.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
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.
