By delivering a comprehensive approach to my client's wealth management, I assist my clients as they navigate through life and business changes.
The first step is to understand my client's needs so that I can assist with a strategy to pursue their personal financial goals.
The second step is to use an integrated wealth management approach, which includes wealth management planning, investments as well as credit and banking services from Bank of America. This process enables you to have one point of contact, helping to simplify your financial needs.
The third step is to work with your attorney, CPA and other advisors to assist in better serving your interests.
I am driven by my passion for delivering excellent service and assisting my clients in the pursuit of their individual goals.
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.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
