In order to offer a comprehensive approach to managing a client's financial assets I begin by ascertaining the client's specific financial position including their life stage, continuing income level, risk tolerance, and family situation. Then I will help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I can provide access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of a client’s financial life. My goal is to provide excellent service to help clients define and achieve their goals.
Merrill has a deep-seated tradition of participating in social activities in the communities it serves, and I also engage in public interest activities.
My mission is to understand you and what matters most to you. To take the time to ask thoughtful questions, and (most important) to listen carefully to understand in detail where your wealth stands today, and where you'd like it to be tomorrow. I will help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while also managing your 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.
