Our Team’s Financial Advisors and Wealth Management Client Associates have been selected for their depth of financial knowledge and their dedication to customer service. Collectively, they bring more than 40 years of experience in the financial services industry. Working with us means working with advisors truly dedicated to helping you pursue your goals.
Our approach is simple, transparent and supported by thoughtful investment guidance. We believe the best financial approach is the one that helps you pursue your goals. That’s why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow and preserve your wealth today, while also considering the impact it can have for years to come. You’ll receive advice and guidance to help you navigate changes in your life.
One of our major advantages is being able to provide you access to the investment insights of Merrill and the banking convenience of Bank of America, together we will work with you to develop an approach designed to help address your financial needs.
We look forward to working with you—and helping you connect to a better financial life.
Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you're accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.
CEPA®, CFP®, CPFA®
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.
