My team approaches financial planning as a structured process that begins by listening carefully. I use your hopes and resources to create your realistic, sustainable way to interact with money more successfully. That's possible as I understand your comfort zones, what's possible with your busy life, and which changes are worth your effort.
Whether your goals include paying for college, saving for a comfortable retirement, covering healthcare costs, or preserving what you've saved, I help you move forward intentionally and efficiently. Your goals grow into happy moments that we celebrate together.
Ready to follow the plan? Let's get to work.
- Make Your Home At Merrill
Sign digitally to open accounts that match your goals and needs. We prep the forms. We make it easy. - Move pieces into placeI help you smoothly transfer funds in. Then we link accounts, making it possible to smoothly move funds when and where you need them - both here and at other firms
- Informed Decisions to Begin Investing
Learn about your investment choices and understand my recommendations. Also review optional features that can create convenience exactly where you'd appreciate it. - Take Action Together
Choose a priority for your financial plan and begin steps toward a better future.
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.
