Clients come first at Merrill. It's part of our tradition. It's important to us to really get to know you and what matters most to you. That's because once we understand your priorities, we focus on helping you pursue the financial goals you've set for yourself and your family.
You can expect thoughtful advice and guidance, with access to the investment insights of Merrill and the banking convenience of Bank of America. It's not about industry benchmarks-it's about you and your hopes and dreams.
We offer a customized approach to wealth management, shared by an understanding of your needs and aspirations. To help you manage your wealth, we call upon the advisory and investment capabilities of Merrill – one of the world's largest wealth management firms. In addition, our group provides access to Bank of America's many credit and lending services.
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.
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.
