I provide clarity around client's financial futures through structuring a plan with custom strategies that is designed so they can achieve their goals. As life evolves we tailor our strategies and are an advocate for our clients as they adapt to different stages of life.
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.