I focus on offering a comprehensive approach to managing wealth that begins with listening to your needs and understanding what you want to achieve. Working with you through our Goals Based Wealth Management process, I help you visualize and execute a path to your goals consistent with your priorities and risk tolerance. By providing access to the investment insights of Merrill and the banking resources of Bank of America we are able to help address the various aspects of your financial life. My team and I are driven by a passion for delivering excellent service and helping you pursue your goals. Community involvement is an integral part of how Merrill interacts with our clients and our communities. I am enthusiastically involved with volunteering and fundraising for organizations such as Zoo Atlanta and the Arthritis Foundation.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
