Michael is a member of the Merrill Global Corporate and Institutional Advisory Services (GCIAS) group. GCIAS is a dedicated team of financial advisors who focus on delivering corporate benefits education and individual advice and guidance. Michael is dedicated to thoroughly understanding the priorities of individuals and families, providing them with personalized attention and disciplined, customized wealth strategies.
Michael provides access to the investment resources of Merrill and banking convenience of Bank of America to help address the various aspects of clients' financial lives. He works with clients to help identify their primary goals and then commits himself to crafting strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations.
In addition to attention to investing, Michael can offer clients access to the resources of Bank of America, N.A., which can provide strategic and personalized banking and lending guidance focused on your needs.
*Investment advice provided to participants relative to plan assets is solely through Advice Access.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
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.
