As a Senior Portfolio Advisor with Merrill Lynch Wealth Management I look to give you the best life possible with the resources you have. I work with high net worth individuals and families to listen and understand their financial situation, review their short and long term goals, and put a plan in place to help make sure we together as a team accomplish these goals. As a Senior Portfolio Advisor, I can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. My goal is to provide the best value and best strategies possible, using the best research and products in the industry, so my clients feel confident everyday on the path they're heading when it comes to their financial future.

You've worked hard to reach your current lifestyle so I'm interested in learning more about your current financial situation.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.