As a dedicated financial advisor focusing on ultra-high-net-worth (UHNW) clients, I bring in a disciplined, data-driven approach to managing complex wealth. With a background in Statistics and years of experience navigating the intricacies of financial markets.
I work closely with clients who face unique challenges - such as concentrated stock positions, IPO planning, or generational wealth transfer - offering customized strategies that reflect their Long-Term goals. My practice is built on trust, discretion, and an unwavering commitment to clarity and excellence.
Whether through portfolio diversification, advanced tax minimization strategies, or estate planning coordination, my goal is to empower clients to focus on what matters most - living life on their terms with confidence.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
