We focus on providing a comprehensive approach to manage wealth that begins with understanding a client, their family and their financial situation by focusing on what matters most to them. We then create a customized wealth management strategy that is flexible to meet their needs as market conditions change. We provide access to the investment insights of Merrill and banking convenience of Bank of America to address the various aspects of clients’ financial lives. We are driven by our passion to deliver excellent service and assist clients pursue their financial goals.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.