As a CERTIFIED FINANCIAL PLANNER® professional and Financial Advisor with Merrill Lynch Wealth Management, I help individuals and families across the Carolinas build, preserve, and transfer wealth with confidence. My focus is on delivering personalized advice in areas such as retirement planning, legacy objectives, investment management, tax-efficient strategies, and estate planning.
By combining thoughtful planning with the resources of Merrill and Bank of America, I help clients navigate important financial decisions and stay focused on what matters most to them.
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.
