As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. Understanding your priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you. We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand, in great detail, exactly where you stand today and where you'd like to be tomorrow. I work with you to design and bring to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.
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.
