As a Merrill Wealth Management Advisor, my objective is to develop goals-based financial advisory relationships that address each client’s unique investment needs. I promote a systematic approach to planning and investing consistent with each client’s investment goals, risk/reward tolerance, time horizon and liquidity needs.
Through Merrill, I provide access to a wide array of financial services including customized wealth management strategies, retirement planning, estate planning services, college funding, insurance services. Access to banking services through Bank of America, N.A. I also provide advice and guidance pertaining to concentrated stock positions, company stock options, and alternative investment strategies when appropriate. In conjunction with these services, I am supported by specialists and access to BofA Global Research.
I earned my B.S. degree in Finance from Seton Hall University in 1995. I have been in the financial services industry since 1995 and have been working with Merrill Lynch Wealth Management since early 2009. I hold the Series 7, 9, 10, 24, 31, 63 & 65 FINRA registrations as well as the life/health insurance license in NJ & FL. I hold the Investments & Wealth Institute™’s Certified Private Wealth Advisor® (CPWA)designation.
Residing in Edison, I am a lifetime resident of Middlesex County, New Jersey. I am married and have two daughters. I am an avid golfer and a member of the Metuchen Golf & Country Club.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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.
