Welcome! You have accomplished what most will only dream of. Along the way, you recognized that your team off the field or stage is as important as your team on. Let me help you assemble your winning team here at Bank of America and Merrill. Our bench of talent runs deep and my focus on your success is uncompromising. Please contact me if you are looking to secure and grow your wealth in the sports and entertainment industry. I offer tailored financial planning and investment strategies to athletes, entertainers, and other professionals in these fields.
Services I Provide: * Investment Advice & Financial Planning for Athletes & Entertainers * Art Financing & Custom Lending * Employer Benefits & Retirement Plan Consulting * Rule 144 Executive & Equity Services * 1031 Exchanges: Replacement Property Alternatives
Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
