We believe that the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. At the core, we believe in a value approach. Over the years, we have observed that most investment mishaps are the result of over-paying for an investment during times of herd mentality.We believe in using a core long term investment approach along with a satellite approach to take advantage of strong investment themes and special situations.
CFP®, CPFA®, CRPC™
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.
