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. Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as the Westport YMCA, where I am on the Board of Trustees and the past President of the Board of Directors. Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
My mission is to work with you to navigate life events and manage your wealth with purpose. My approach is to understand you, your current situation and your personal, family and business priorities. I then help you design, implement and oversee a customized financial strategy that helps you pursue your goals without unnecessary investment risk.
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.
