As transitory life periods approach, our clients are faced with many uncertainties about their future. Their highest priorities depend on their stage in life. For some, retirement timeline, estate planning services, charitable giving, and securing inheritance for their loved ones is the main focus. For others, the focus is on creating and believing in their first wealth management plan, establishing their first portfolio alongside that plan, and facing life's early milestones such as buying their first home or preparing to start a family. Regardless of the stage in life, their goals are centered around achieving financial well being.
I believe in a personalized relationship, built on trust, that provides you with the ability to achieve that comfort level and the goals in life that mean the most to you.
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.
