Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Our group works with and for a select group of clients, most of whom have created wealth in a single generation. We offer guidance to a wide variety of people, including business owners, entrepreneurs, senior corporate executives and their families. We serve clients located across the country from our offices in Chicago, Illinois and Phoenix, Arizona overseeing $3.3 billion in total assets.1
Our senior partners have received a number of accolades:
1As of close of business 05/21/2024.**2Barron's "Top 250 Private Wealth Management Teams" 2024.Published on May 10, 2024. Rankings based on data as of December 31, 2023.3Forbes "Best-in-State Wealth Management Teams" 2023 - 2024. Published annually in January. Rankings based on data as of March 31 of prior year.4Forbes "Best-in-State Wealth Advisors" 2018-2024. Published annually Jan – April. Rankings based on data as of June 30 of prior year.5Barron's "America's Top 1,200 Financial Advisors: State-by-State" 2014-2024 Published annually in February-March. Rankings based on data as of September 30 of prior year. Years prior to 2014, this Barron's list consisted of 1,000 advisors.6Financial Times "400 Top Financial Advisers" 2016-2017. Published annually Mar – April. Rankings based on data as of June 30 of prior year.
CFA
CFA, CFP®
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.