Our mission is to understand you and your priorities. To take the time to ask hard, smart questions and to listen carefully. To know where your wealth stands today, and where you would like to be tomorrow. We help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal goals while managing investment risk. Our wealth management approach is about using your wealth to help turn goals into reality.
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.
