Our team shares a common goal: to help individuals, families and small business owners pursue meaningful goals.In addition to recommending financial strategies tailored to each clients' goals such as; helping ensure money lasts in retirement, providing business or home loans through Bank of Amercia, and planning for future health care costs - we can assist with asset protection and tax minimization strategies.Everything we do takes into account our clients' own perspective and priorities, and we can work with clients' other professionals, such as attorneys or accountants to help get the fullest picture of their financial situation.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.Our process is designed to deliver a customized, consistent experience and to help bring simplicity and transparency to the complexities of investing: making the intimidating task of planning for the future an exciting journey of managing and helping reach your goals. When you succeed, we succeed.

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.