Cameron joined Merrill Lynch Wealth Management in 2015 and seeks to provide clients wealth management strategies for their short and long term financial goals. Cameron focuses on retirement strategies for businesses and individuals, including providing advice and guidance for businesses regarding their retirement programs. Cameron holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc., is a Certified Private Wealth Advisor® (CPWA®) certificant, as well as a Chartered Retirement Planning Counselor™ CRPC™ and Chartered Retirement Plans Specialist™ CRPS™ designee. Cameron has earned the Merrill designations of a Retirement Benefits Consultant and Senior Portfolio Advisor.
Cameron graduated from FIU with a B.A. and then continued his education and graduated from the College for Financial Planning with an M.S. in Personal Financial Planning.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
