Our mission, first and foremost, is to understand you and what matters most to you. From there, we work with you and the most important people in your life to help navigate the financial journey life brings.
We believe the best financial approach is the one that helps you pursue your goals. Leveraging our personal wealth analysis tools, you'll have a financial roadmap on how to accomplish the goals you are striving for along with having the support you'll need in tackling the challenges that life throws at you.
CFP®, CPFA™, CRPC™
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.