As a fully registered investment professional with more than 30 years experience, Cliff implements wealth management strategies for affluent clients, non-profit organizations and business owners. He focuses on equity research, portfolio hedging strategies and wealth management.
In 2004, Cliff earned his Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™, taught in conjunction with the Wharton School of Business. He also earned a Certified Divorce Financial Analyst® designation. This allows Cliff to help assess financial issues including short and long term needs during and post divorce.
Cliff earned his B.A. from Southern University in Baton Rouge. He is an active member of the New York Yale Club. He enjoys family time, golf, skiing, and art collecting. Cliff lives in Greenwich, Connecticut with his wife Dia and their two sons Christopher and Clayton.
Cliff is firmly committed to long-term client relationships and strives to deliver exceptional client service. He listens carefully to clients' needs, goals, values and aspirations; based on this input, Cliff then works attentively to help them in achieving their financial objectives.
Cliff follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.
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.
