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.
How we help clientsThe various stages in life often require adjustments in your financial and life goals, including:* The retirement lifestyle you envision* Preparing for the cost of the best education possible for your children and grandchildren* Strategies for preserving and growing wealth* Wealth transfer to the next generation* Establishment of your legacy through family foundations and philanthropy* Diversifying business interests* Tax-minimization strategies* Access to the banking and lending solitions of Bank of America
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.
