As a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, I can offer you a broad array of company resources including - Portfolio Management - Wealth Preservation and Transfer - Tax-Minimization Strategies - Education Funding - Lending Capabilities. Ultimately working with you to develop strategies to help you pursue your most important goals, whether you wish to save for your retirement, a child's education, purchase of a home or to build a legacy. I am a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
My focus is working closely with Partners & Directors at the Top Ranked Accounting Firms, Major Law Firm Attorneys, Senior-Level Executives at publicly traded companies, Consulting professionals, and generations of their families by managing their financial well being. Depending upon their firm, each client may face conflict of interest issues when it comes to investment selection. For clients facing these investment restrictions I prioritize the creation of customized portfolios built to include a blend of ETFs and Mutual Funds from independent managers satisfying their requirements. For those not subject to the issues of restricted investing guidelines the use of separately managed accounts (SMA's) across various asset classes is a desired option to help clients achieve tax and cost efficiencies.
I also use sophisticated Merrill retirement outcome probabilistic tools to address clients questions such as: When can I retire? Will I outlive my savings? Will I be able to cover my needs, pursue my dreams and handle the unexpected? Allowing clients to fulfill their objectives for themselves, loved ones, risk tolerance, investment timeline, and liquidity needs. Thus providing a reassurance to my clients about the financial security of their household and future life goals.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
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.
