Mike provides highly customized client services with the full support of a world-class commercial bank. He is dedicated to helping clients achieve what’s most important to them through the development and operation of well-designed wealth management systems. Drawing from extensive experience and the vast resources of Bank of America, Mike helps clients express their values and realize their objectives through the efficient allocation of capital. He works to simplify clients’ financial lives by identifying and prioritizing goals, organizing resources, discussing complex financial matters in plain language, and delivering desired results. Beyond investments and analysis produced by Merrill Lynch Wealth Management, he provides seamless access to a full range of traditional private banking services through Bank of America, N.A and Bank of America Private Bank (formerly US Trust). These services include cash management, bill payment, online account management, and credit/debit cards. Merrill can also view client investments held away at other firms, with permission, and provide consolidated account reporting across multiple firms.
Areas of Focus:
- Long Term Financial Strategies
- Portfolio Management
- Financial Risk Management
- Retirement Planning
- Management of Concentrated Stock Positions
- Wealth Transfer Strategies
- Credit and Lending through Bank of America
My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to 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.
