Tawa joined Merrill Lynch Wealth Management in 2019 and has previously held positions with Bank of America Private Bank and Dimensional Fund Advisors. He earned his MBA from Duke University, The Fuqua School of Business, with concentrations in Investment Finance and Corporate Finance. Tawa is dedicated to helping clients build and implement long term strategies through Goals-Based Wealth Management. He follows a disciplined process that begins with taking the time to know each client and the client's family, financial situation and what matter most to them.
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.
