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.
The Royal Palm Wealth Management Group(RPWMG) is a four-member team comprised of talented and experienced individuals who are committed to building strong client relationships based on trust and personalized services. With access to the investment insights of Merrill and the banking convenience of Bank of America, our team includes different generations of advisors, mirroring the make-up of the families we serve.
By developing a customized strategy to pursue your
needs, we work to address the financial issues that impact your life. Whether the goal is accumulating wealth, preserving capital, or transferring assets, we work with you to create a personalized plan to pursue your specific needs.
CPFA®, CPWA®, CRPS™
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.
