I am part of a 5-person, multigenerational wealth management team (The LL Group) at Merrill Lynch Wealth Management.

As a financial advisor I work closely with individuals and families to help them make sound financial decisions based on their unique circumstances and goals. My clients can be anyone from a young professional looking for advice on saving for retirement and creating a budgeting/saving strategy, to a highly compensated executive looking to review a stock option strategy. I look to work with people seeking advice and guidance as they navigate their financial lives.

What I found out early on in my career is that people will do business with someone that they trust. You must earn people's trust-you're not just entitled to people viewing you as a reliable, knowledgeable advisor and source of information. I have grown to enjoy the process of earning people's trust. What this means for me is that I must be consistent, reliable, and most important a great listener. I strive to continually study, fine tune, and expand my knowledge base and when I meet a potential client, I am confident that I am prepared and can be a resource to them.

In my free time I enjoy golfing, cheering on my favorite sports team and walking my rescue dog Tilly along the Hudson River waterfront.