Headquartered in Paramus, New Jersey, we are a Merrill Lynch Wealth Management team committed to providing an exceptional level of care and responsiveness. Our client focus testifies to our interest in helping you achieve the life you envision. Our willingness to listen and to understand your personal concerns and goals enables us to develop a detailed plan designed to relieve stress, increase clarity, and achieve the long-term vision for your life and legacy.
Drawing on our multiple industry designations and decades of experience, our team employs a time-tested process. More importantly, we are engaged and enthusiastic problem-solvers, helping you grow, preserve, and transfer your wealth more effectively.
A five-member team, we have the depth and complementary skillsets to tackle a range of needs and priorities. Our financial advisors hold a number of industry designations:* CFP®, CERTIFIED FINANCIAL PLANNER™ professional* CIMA®, Certified Investment Management Analyst®* CPWA®, Certified Private Wealth Advisor®* CRPC, Chartered Retirement Planning Counselor* SE-AWMA™, Sports & Entertainment Accredited Wealth Management AdvisorOur approach is founded on a thorough and thoughtful plan, especially designed for you, your family, or your business. A good plan takes time and we commit ourselves to the integrity of our process by getting to know you and developing the precise input that is integral to an effective plan. We revisit and refine our approach over time, updating our strategies and allocations to reflect the dynamic nature of life's opportunities and challenges. Each plan is the blueprint of our work and our basis for moving forward, guiding actionable strategies that are critical to long-term success.
CFP®, CIMA®, CPFA®, CPWA®, CRPC™
CFP®, CPWA®, SE-AWMA™
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.
