As a dedicated Financial Advisor with Merrill's BBV Wealth Management Group, I focus on helping clients build and protect their wealth at every stage of life. With a team of experienced professionals and a holistic approach, I focus on strategies that address tax efficiency, investment management, and long-term financial security.
The BBV Wealth Management Group is comprised of six Advisors: Molly Vandeveld, Helen Balch, Gabe Torres, Ann Bettendorf Freeman, Lindsey Clark, and Nell Vandeveld as well as two Client Associates: Susan Zeeb and Anays Munoz. Together, we will help you create a personalized financial strategy that aligns with your unique goals and personal values.B – We learn what is important to you, so your financial plan centers your unique BELIEFS B – We incorporate BALANCE to prioritize your needs now and in the future V – Most importantly, we are here to help you bring your VISION to lifeWith BBV, you can be confident that YOU are the center of your financial strategy to help achieve financial independence.
At Merrill, we are here to help you make thoughtful decisions about your financial strategy. That's why we invite you to join us for an informative discussion about current market trends and other rel...
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.
