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.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Hello and welcome! Thank you for taking time to view my website. You may be thinking, why should you seek me as your Financial
Advisor? That is a great question!
If you value working with a Financial Advisor who will take the time to listen to what is most important to you, and understand your concerns as they relate to your financial security, then you will appreciate my methodology. We will discuss what concerns you have about your future, retirement, college planning, estate planning, risk and diversification.
Retirement planning is usually top of mind on client's list of goals, I will work with you to create and design a wealth analysis which wil include your retirement and other life goals.
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.
