As a Merrill Financial Advisor, developing a holistic financial strategy using all the tools and resources of Merrill and Bank of America is crucial-- this includes banking, lending, trust planning services and investing through creating a financial plan. As part of a husband and wife advisory team, family values are the center of our focus. After working in medicine as an Anesthesia provider while at Cleveland Clinic in Weston for 15 years, my focus is to bring that same discipline to the world of finance.
*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.
