The Sanfield Wealth Management Team was established in 2015 when I joined Merrill as a Financial Advisor and partnered with Michael Sanfield, a Senior Vice President and Wealth Management Advisor at Merrill since the early 1980s. The Sanfield team resides in Farmington Hills, Michigan, and with a combined 40 years of experience, is dedicated to a defined process by which to work with each client – consisting of establishing objectives, developing a tailored strategy, and coming together regularly to review progress towards reaching primary goals and priorities. A wealth management approach that focuses on social responsibility, sustainability, and investing with impact is also at the cornerstone of our practice.
I recognize that determining how to make sound financial decisions and addressing wealth preservation concerns can be daunting. Arming our clients with the knowledge to make the best choices for their families and/or their business is our central concern. Our aim is to introduce simplicity and clarity, and to ensure we can help you achieve the best results with the resources you have. We make sure that we’re thinking about education funding, surprise expenses in retirement, tax implications, and transition of wealth to the next generation – so that you don’t have to.
University of Michigan alum, with a B.A. in Economics, Psychology & Sociology, and a minor in French.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as ORT . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
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.
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.