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.
We are a goals based wealth management advisory team who values personal relationships and offers individualized recommendations to complex financial issues facing the clients we serve today. Every relationship begins by assisting clients to identify their investment personality, financial goals, and life priorities. We believe in asking the right questions around family, health, leisure, home, work, and finances.The clients we serve range from individuals to foundations and businesses not just geographically concentrated in Florida, but in cities and towns across the country. With offices in Sarasota and Bradenton Florida, our team is designed to deliver a customized experience that goes beyond portfolio management. We are committed to your client service experience and satisfaction.
CFP®, SE-AWMA™
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.
