“Someone’s sitting in the shade today because someone planted a tree a long time ago.” Warren Buffett
The greatest joy for me is to see the hard work of my clients’ come to fruition. With life’s joys also comes challenges. My job is to let you focus on the aspects of life you care most about: family, philanthropy, your career, or whatever it is that excites you. To be able to help children go to college, you retire to your dream home, or leave a lasting legacy to your family is what drives me to be the best advisor I can be.
After a decade with Merrill Lynch Wealth Management, I have had the pleasure of working with seasoned executives, business owners and their families. We work together to identify, plan for and help accomplish your dreams. Our team is notably equipped to address your needs by combining our team of professionals and a service model that is specifically designed for families such as yours. Our team capitalizes on the depth and breadth of Merrill’s award winning research team to further preserve and grow our client’s wealth.
I invite you to send me a message to discuss how we can work together to plan for your future.
I live in Natick with my wife, Kate, daughter, Lily, and son, Parker. I am an avid golfer at Framingham Country Club and enjoy any outdoor activity with my family.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2021 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. 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. For more information, visit Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.*CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™
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.
Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. Jeff will discuss his perspective on the current political environment and prospective legislation.
Featured speaker Jeff Bush:
Jeff Bush presents more than 200 times yearly in the US and abroad to a client base that includes a who's who list of Fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff frequently appears on CNBC's Nightly Business Report, is featured in various industry publications, including Investment News, and a guest on POTUS Sirius/XM Radio.
WebEx details will be provided prior to event date.
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.
