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.
We are a group comprised of wealth management professionals with diverse backgrounds and complementary skills. Our primary focus is to understand our clients life priorities and in doing so, establishing measurable wealth management goals. Wealth accumulation creates distinctive opportunities and challenges. We offer goals based customized investment advice, proven tax efficient strategies and wealth transfer for the affluent. Our business model is structured to provide the sophistication and intellectual capital within the Merrill Lynch Wealth Management Group and Bank of America, while delivering exceptional personalized service to our clients.
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.
