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.
What do you do when you don't know what to do? Research? Take a chance and hope for the best?
As a financial advisor, I guide business owners and corporate executives through a proprietary financial modeling process that helps create a strategy focused on YOU and your goals, not the markets.
What separates me from other advisors comes down to 5 core values I use as my guiding light.
- Knowledge - Committed to being a lifelong learner about my clients, the markets and current trends.
- Wisdom - Commited to learning from the past and others the best ways to practically apply knowledge learned.
- Transparency - Committing to having open and honest dialogue with my clients around timelines and financial decision we make on their behalf.
- Responsiveness - Committed to be prompt in response to our clients who entrust us with their money and financial future.
- Excellence - Committed to strive for excellence in every area by paying attention to the smallest details.
We provide the following services to our clients:
- Wealth Planning
- Fiduciary Investment Management Services though Merrill IAP
- Access to banking services*
- Personal and Business Lending*
- Trust & Estate Services**
- Mergers & Acquisition Services for Business Owners
Who we serve:
- Business Owners
- Corporate Executives
- Retirees
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
**Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.
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.
