Tyler has been in the financial services industry for more than 6 years and joined Merrill Lynch Wealth Management in 2017.
Tyler holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc.
As a Merrill Lynch Wealth Management financial advisor, Tyler focuses on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them. Tyler works with high-net-worth individuals and families to understand their financial situation,risk tolerance, time horizon and liquidity needs, help them articulate their short- and long-term goals, and then recommends a financial strategy aligned with what clients strive to achieve. Tyler does so while combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America.
Tyler can provide access to research developed by BofA Global Research, one of the largest and most respected research organizations in the world.
Using the vast resources of Merrill, we can also assist with income management, education funding, retirement planning, and guidance for executives with concentrated stock positions, traditional and alternative investments*, wealth transfer and estate planning services. And with your permission we can also work closely with your other professionals, such as attorneys, accountants and tax specialists, to help pursue your goals.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.