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.
As our client, you will have access to a collaborative team with diverse backgrounds and complementary skill sets. We're unified by our commitment to a consistent wealth management approach, a strong work ethic, and exceptional care for clients and each other. Together, we offer a lattice of services and support for clients with complex wealth.
DEEP EXPERIENCE: We're a team of veteran advisors averaging 25 years of wealth management experience. Throughout our careers, we have advised professionals, senior executives and wealth creators. So, we understand the intricacies that significant wealth entails. We welcome challenges; in fact, we thrive on them. Each of us contributes knowledge and insights to help you pursue your financial goals with purpose and precision.
EXTENSIVE NETWORK: One of the most satisfying aspects of our work is connecting clients with our professional networks, within Merrill. We are your entrée to the robust resources and capabilities available through the Merrill Private Wealth Management Group. We're proud to collaborate with the Venture Network, a unit of Merrill's Venture Services Group that introduces unique relationships with private equity and venture capital investors to an approved population of Private Wealth Advisors. At your request, we can also lead effective collaboration with your external tax and legal advisors.
EXCEPTIONAL CARE: Our seasoned client service team takes the time to know you and your family, your priorities and preferences. Their goal is to exceed your expectations by creating a client experience that extends beyond the usual definition of service.
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.
