With over 20 years of dedicated experience in the financial industry, I am committed to helping individuals, families, and small businesses achieve their financial goals and confidently secure their financial future. As a seasoned financial advisor, I provide comprehensive wealth management solutions, personalized retirement planning strategies, and tailored investment approaches.
What truly brings me pride as a financial advisor is the opportunity to work closely with clients and understand their unique financial journeys. Whether helping them prepare for a significant life event, turning dreams into reality, offering a listening ear during challenging times, or helping someone prepare for a life alone after 60 years of marriage, I strive to make a personal connection. These experiences have taught me the importance of compassion, empathy, and professionalism in my role.
My financial practice deeply involves understanding each client's unique financial situation, aspirations, and risk tolerance. I am committed to building long-lasting relationships based on trust, transparency, and dedication to delivering exceptional value. Whether crafting a retirement roadmap, optimizing investment portfolios, banking, lending, or navigating complex financial decisions, I am steadfast in my commitment to confidently guiding my clients.
Key Skills and Experience:
• Wealth Management
• Retirement Planning
• Investment Management Strategies
• Financial Analysis
• Risk Management
• Estate Planning Services
• Tax-Efficient Strategies
• Client Relationship Management
When I'm not spending time with my clients, I enjoy building lasting memories with family and friends or participating in local community events. I am proud to say New Hampshire has been home for most of my life. In recent years Bedford has been my family's home base. My wife, Michelle, is the Library Media Specialist in the Hollis School District. We have a blended family and are the proud parents of five children and two dogs. I enjoy spending time outdoors, collecting music and going to live shows, traveling, being a foodie, cooking, visiting family in Florida, and golfing.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
5:30 p.m. Hors d'oeuvres and Beverages
Self-Guided Museum Tours
6:45 p.m. Presentation
7:30 p.m. Dessert and Coffee
8:00 p.m. Event Concludes
Currier Museum of Art
To confirm your attendance, please register by Friday, May 24, 2024
Dr. Marc Milstein, international recognized brain health expert, speaker and bestselling author specialized in taking the leading scientific research on health and happiness and presents it in a way that entertains, educates, and empowers his audience to live better. He earned both his Ph.D. in Biological Chemistry and his Bachelor of Science in Molecular, Cellular, and Developmental Biology from UCLA. Dr. Milstein's research has been published in multiple scientific journals and he has been quoted breaking down and analyzing the latest research in popular press and TV such as USA Today, Oprah Daily, and CNBC.
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.
