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.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
