We strive to provide a high quality wealth management experience that makes the complexities of financial life easy to understand. It is our goal to deliver the full breadth of Merrill's resources, research, & planning tools to our clients and that starts with taking a goals-based approach to wealth management. By focusing on what matters to you on a personal level-such as a child's education, a new home, or income during retirement, our team will help you develop an investment approach that addresses your unique concerns and priorities.
CFP®, CKP®, CPFA™, CRPC™
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.