I have the privilege of advising clients in virtually all areas of financial strategy, including equity compensation plans, holistic asset and liability management, access to cash management and lending solutions as well as trust and estate planning strategies.
We work with C-Suite Executives & Senior Management of publicly traded companies providing them with strategies for managing their concentrated stock positions. This includes tax mitigation strategies, estate planning services, and providing lending and liquidity options.
We focus on financial planning and seeking to provide a 'family office' feel for the our clients with a world-class service model.
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.
