I am a Financial Advisor at Merrill Lynch Wealth Management in Washington DC focused on helping government relations executives, former government employees and adoptive families, turn their dreams into a reality. For me, helping my clients build their wealth is about more than just money, it's about achieving life along the way.
As a husband and proud adoptive father, I think of my clients as an extension of my family and appreciate the enormous trust that my clients put in me to help them successfully navigate their financial lives.
Your life will change. Families will grow. Gifted children will need an exceptional education. Responsibilities will increase. Careers will evolve. Fears will be overcome, and you will face the unexpected. These are the moments that make life challenging. But they are also what make it fulfilling. In a world that is constantly changing, I view my partnership with my clients as the one thing that remains a constant.
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.