We work with a few selected families to identify and help achieve their goals, while preserving and growing their assets.
We harness the depth of resources available within the open architecture of Merrill Lynch Wealth Management and bring them to our clients in the most comfortable, flexible and strategic way. We deliver an institutional investment management counsulting process to our individual, corporate, and non-profit clientele.
Milton has been with Merrill since 1983. Since 1988, he has taught continuing education seminars to over 400 CPAs. Milton enjoys teaching and he has mentored over 300 interns that were pursuing their bachelor's degree in business or economics, their master's in business administration or their PhD in economics.
Milton’s professional designations are: Certified Investment Management Analyst® (CIMA®)and Certified Investment Management Consultant® (CIMC®)|
*Milton does not provide tax advice in his current role with Merrill.
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.
