DBSR & Associates
Managing wealth begins with a deep understanding of each client’s complete financial picture. Our mission is to work closely as a dedicated team to help you pursue what matters most. We combine the expertise of our advisors and wealth management client associates with the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. With personalized strategies and a commitment to your long-term success, we are here to guide, support, and care for you every step of the way.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
AWMA™, CFP®, CRPC™, SE-AWMA™
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.
