With over 25 years of industry experience, I strive to provide exceptional wealth management and client service to each and every client, helping them achieve their financial and life goals. I believe my passion for the business and for my clients make me stand out in this industry. I believe I got this passion from my dad Marvin Liberman who was with Merrill for 50 years. I deal with all aspects of wealth management including personal and corporate retirement plans, income planning, life insurance and estate planning services in my residences in Florida and Massachusetts. I pride myself on taking a holistic approach in my planning, working closely with my Client’s Attorneys ,CPA’s and Medicare Specialists to help ensure all plans are sound and aligned.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our county. Since relocating to Punta Gorda, I have become a coach with Girls on the Run , joined the Women United of Charlotte Country for the United Way and have currently been on the Board Member for Animal Welfare of Charlotte County for several years. Being on the Board for the AWL sets the path for my retirement dream of owning/running an animal shelter in the future. I am also a member of the Punta Gorda Chamber of Commerce and the Charlotte County Chamber of Commerce. I was on the Board of Directors for School on Wheels for 7 years. Chair for the Holidays Bags Drive for the 200+ students in our program. I worked with local schools, businesses and communities to gather donations for the Holiday Bags. I then hosted a Bag Stuffing and Card Decorating Event with a local Student Council.
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.