I serve in a dual role as both a Wealth Management Advisor and Resident Director of Merrill's Chester, NJ office. As a Resident Director, I have a passion supporting, coaching and mentoring the Financial Advisor's and associates in my office. As a Wealth Management Advisor, I work with a select group of business owners, senior executives and multi-generational families who turn to me for customized financial strategies and sustained advice and guidance. I have become deeply entrenched in my clients' families and pledge to be there for all their milestones, triumphs, difficulties and challenges.
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.
