Experience, Service and a Commitment to Clients
I work with a broad range of clients from corporate executives, entrepreneurs and business owners to multi-generational families and family offices. As my team consults with clients, we seek the input of family members, across generations, as well family attorneys, accountants and other trusted advisors. This integrative approach helps to clarify and prioritize goals before translating goals into comprehensive investment plans; helping to ensure efficient structures and strategies are in place as we work together to support your long term success. In addition, my access to the global investment insights of Merrill Lynch Wealth Management as well as the banking convenience and lending capabilities of Bank of America helps address various aspects of clients’ financial lives.
My job begins with learning about you and your priorities. My mission is to consistently deliver premier service as we collaborate to address your needs and the important decisions you face along the path toward achieving goals.
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.
