Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
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.
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.
Join us for an informative dinner seminar during which we'll discuss:
• Who is eligible for Social Security benefits?
• What factors you should consider before starting your benefits?
• When may be the most appropriate time to start taking benefits?
• Ways in which you can potentially maximize your benefits.
Join us for an informative dinner seminar during which we'll discuss:
• Redefining life after your career
• Income planning - where should you draw income and in what order?
• Managing healthcare costs
• Social Security and it's implications moving forward
• Leaving a legacy for your family
• Am I going to be okay?
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.
