As a Vice President and Senior Financial Advisor at Merrill, I help individuals, families, and professionals bring structure, clarity, and confidence to their long‑term financial decision making.
I believe great financial guidance begins with listening. Before building any strategy, I take the time to understand what matters most-your goals, concerns, family priorities, timelines, and life transitions. My role is to simplify complex decisions, reduce the stress often associated with financial choices, and provide full transparency around potential risks and opportunities.
By combining personalized guidance with Merrill's investment insights and the banking convenience of Bank of America, I support clients across a range of needs, including:
• Long-term investment strategies
• Multigenerational planning
• Retirement preparation and income considerations
• Cash flow and liquidity planning
• Education planning
• Navigating life transitions with clarity and confidence
My approach is grounded in education, collaboration, and thoughtful communication. I view financial planning as an ongoing relationship-one built on trust, stability, and consistent engagement.
Prior to joining Merrill Lynch Wealth Management in 2016, Angela worked in the defense contracting industry for over 5 years. Angela holds a bachelor’s degree in Criminal Justice from Michigan State University. Angela and her husband, Bradley, live in Washington DC.
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.
