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.
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.
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.