Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask hard, smart questions and listen carefully, then understand in great detail, exactly where your wealth stands today and where you’d like it to be tomorrow. We then help you design and implement a customized wealth management approach that helps you and your family pursue personal financial goals while helping manage investment risk. Our approach is about designing potential solutions to help turn goals into reality
As a wealth management team, you'll find that we're passionate about providing you with individually tailored advice, personalized attention, effective communication and extraordinary service to help you anticipate and plan for what comes next. Working together, we can help you navigate life's events—getting married, becoming a parent, changing careers, getting divorced, opening a business, the death of a loved one, gaining an inheritance, or getting ready to retire—and make thoughtful decisions about what lies ahead. Our longevity and continuity in the industry and with each other have given us the experience and perspective to help you take advantage of various market environments. We're driven to combine this knowledge with our numerous professional designations to help you make sound financial decisions based on your unique needs. Supported by a dedicated team, we're all equally committed to providing attentive and personalized service to foster an environment of warmth and compassion. We can also assemble strategic professionals from across MerrillÒand Bank of America to craft comprehensive strategies to help address all your wealth management needs, including banking, lending, philanthropy and more. In addition to helping you build your financial future; we can serve as a bridge between generations of your family to help create personalized solutions that address the dimensions of your wealth today and the legacy you're building for the future. We make a point of getting to know the members of your family and can help educate them about their future wealth so they have a dependable resource to turn to when the time comes. We pledge to be here for you as your family grows and evolves into future generations and to help you turn your ambitions into action.
CFP®, CPFA®, CPWA®
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.
