With over a decade of experience in the financial industry, I started my journey with Merrill in 2017 and have since evolved into a seasoned senior financial and senior portfolio advisor. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. My passion lies in guiding clients towards their financial objectives, leveraging my experience to tailor strategies that align with their goals and aspirations. I thrive on fostering strong client relationships and delivering potential comprehensive financial solutions. When I am not working, I enjoy spending time with my wife Rachel, our daughter Lucy and our son Bennett. We also love being outdoors and staying active, often accompanied by our two doodles, Sully and Cooper.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
