Focusing on Comprehensive Wealth Management for Small Business Owners, Corporate Executives, and High-Net-Worth Families.
As a seasoned Financial Advisor, I am dedicated to helping small business owners, corporate executives, and high-net-worth families navigate the complexities of wealth management and investment management. With 6+ years of experience in the financial services industry, I have honed a strategic approach that is tailored to the unique needs and aspirations of each client. I believe in building long-lasting relationships based on trust, integrity and a deep understanding of my clients' financial goals. By taking a holistic view of their financial landscape, I develop customized strategies that align with their objectives, risk tolerance, and time horizon. My acumen extends to a wide range of financial disciplines, including portfolio management, tax minimization strategies, estate planning strategies, and appropriate retirement solutions. I stay abreast of the latest market trends and regulatory changes to help ensure that my client receive the most relevant and up-to-date advice. I focus on serving established small business owners, corporate executives and high-net-worth families who seek a resource helping to achieve their financial aspirations. Whether they are planning for retirement, building wealth, or preserving their legacy, I provide comprehensive guidance every step of the way. I am passionate about helping individuals and families achieve financial confidence. If you are looking for an advisor to guide you on your wealth management journey, let's connect. Reach out to me via LinkedIn, email or telephone.
I offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:* Health: Managing healthcare expenses, now and in the future* Home: Upsizing, downsizing, remodeling or buying a vacation home* Family: Taking care of your family and other people in your life* Leisure: Spending your free time in meaningful ways* Giving: Volunteering, mentoring others and giving to charities* Work: Working in retirement, selling or starting a business* Finance: Bringing it all together and defining your financial goalsThe team's industry knowledge and experience helps them provide you with:* Potential risk management strategies* Trust and estate planning services* Tax-minimization strategies* Access to Bank of America for your credit and banking needsThis material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
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.
