As a member of the Global Corporate & Institutional Advisory Services (GCIAS) team at Merrill, Josh works closely with families and individuals in helping to define their unique financial goals and outline the personalized strategies he designs to help those goals come to fruition. He enjoys helping to make each of his clients more knowledgeable investors, and more confident with their personal finances.
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.
