Xavier joined Merrill Lynch Wealth Management and The Shannon Group in 2006. Xavier has achieved the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He has also earned a designation as a Chartered Retirement Planning Counselor. Prior to Merrill, he gained financial services experience in Annapolis, Md., working for Legg Mason and Smith Barney. Xavier graduated from The University of Maryland, College Park. He is currently a member of the Board of Trustees of the Naval Academy Primary School in Annapolis, MD. Xavier lives in Annapolis, MD, with his wife, Sarah, and three children, Quint, Coco and Trux.
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.
