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.
My mission is to understand you, your values, priorities, and what matters most. By listening carefully and asking the right questions, I can see where your wealth stands today and where you want it to be tomorrow.
I design personilized plans to help you and your family persue financial goals with confidence while managing investment risk.
Every recommendation is focused on turning your goals into reality, giving you clarity and confidence in your financial future.
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.