I offer knowledgeable advice and service. I have provided financial advice and wealth management services since 1986. I have a Bachelor Of Science In Commerce Degree from DePaul University with a concentration in investments and portfolio management. I have extensive experience assisting the Firm's high-net-worth clients with wealth preservation, concentrated stock strategies, retirement and estate-planning issues, as well as private money management. My clientele is comprised of affluent families, corporate executives, professionals and successful business owners who value the Wealth Management Strategies that I bring to the advisor/client relationship. I currently hold Series 7, 63, 65 and Series 31 FINRA registrations.
WHAT CAN YOU EXPECT FROM ME?
I concentrate on my clients financial and investment needs by helping them develop strategies to manage their personal and/or business finances. I stress a disciplined, long-term approach to investing and emphasize Wealth Management Strategies that help my clients determine their risk tolerance and financial goals. I provide quality service to my client. Portfolio performance and client satisfaction are my primary objectives. To reach this goal, I will deliver quarterly reviews of a client's portfolio performance during the year and conduct at least two of these reviews face-to-face.
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.