As a financial advisor with more than 15 years of experience in Boston, Frankfurt and Atlanta, I advise a diverse clientele of affluent individuals, businesses and institutions in all areas of wealth management.
Individuals and Families
-Customized asset allocation
-Education planning
-Estate and trust planning services
-Retirement planning
-Securities-based lending
Business
-Capital management accounts
-401k and Pension services
Nonprofit Institutions and Foundations
-Philanthropic gifts planning
-Grant leveraging
Above all, my primary focus is to help clients preserve and optimize their financial wealth through customized strategies and exceptional, unbiased service. I conduct regular reviews with clients to help them track their progress toward reaching their goals and keep their strategies consistent with any changes that may take place in their life and/or business.
MBA – 2003 University of Cambridge, England
MA – 1999 Boston University
BA – 1997 University of Chicago
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.
