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.
How much will you need in savings for retirement? While the amount is different for each of us, the need for a plan isn't. Join this seminar to begin the process and put a plan in place for your retirement.
Date: Wednesday, December 13, 2023
Time: 12:00 PM - 1:00 PM Eastern
Register Here
You don't have to be a financial expert to invest for the future. However, you do need basic knowledge of the investing world to help make informed decisions. So whether you plan to invest on your own or with the help of a financial specialist this seminar will give you a basic introduction to the world of investing.
Date: Wednesday, December 20, 2023
Time: 1:00 PM - 2:00 PM Eastern
Register Here
Learn more about the new Financial Wellness Tracker, an online tool that can help improve your overall financial health. Get your financial wellness score and personalized step by step suggested action plan to start building positive financial behaviors.
Date: Wednesday, January 10, 2024
Time: 12:00 PM - 12:30 PM Eastern
Register Here
Join us for a discussion about market volatility and strategies that can help you keep a long-term perspective while coping with a turbulent market.
Date: Friday, January 26, 2024
Time: 1:00 PM - 2:00 PM Eastern
Register Here
Whether you are considering its long-term viability or trying to understand the application process, get the knowledge you may need to make the most out of your Social Security benefits.
Date: Thursday, February 8, 2024
Time: 7:00 PM - 8:00 PM Eastern
Register Here
You don't have to be a financial expert to invest for the future. However, you do need basic knowledge of the investing world to help make informed decisions. So whether you plan to invest on your own or with the help of a financial specialist this seminar will give you a basic introduction to the world of investing.
Date: Thursday, February 22, 2024
Time: 2:00 PM - 3:00 PM Eastern
Register Here
CAP®, CDFA®, CEPA®, CPFA™, CPWA®, CRPC™
CDFA®, CFA®
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.
