Each member of Banks & Associates is committed to helping high net-worth clients, families and successful business owners pursue and achieve their most meaningful goals. Understanding that your needs are uniquely individual, the team’s focus is to put you at the center of a process designed to help you achieve the life priorities that matter most to you and your family. This includes working closely with you to develop a plan that maintains the flexibility needed to help you adapt to the inevitable changes that occur in life.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CPFA™, CRPC™, RMA®
CFP®
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.
