You should be able to align your life with your priorities. That's why I take the time to ask hard, smart questions and to listen carefully. I strive to understand exactly where your wealth stands today, and where you'd like to be in the future. My focus is helping you design and implement a customized financial strategy. That means you can pursue what's most important to you with a trusted advisor by your side.
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.
