I focus on delivering a comprehensive approach to managing wealth for international clients residing abroad as well as for international clients residing in the US. This process begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve within the appropriate framework in each particular jurisdiction. I provide access to the investment insights of Merrill and the banking services provided by Bank of America to help address the various aspects of clients’ financial lives. All this is driven by my passion for delivering excellent service and helping clients pursue their most valued goals.
As a Merrill financial advisor, I take the time to understand what's important to high-net-worth families across multiple jurisdictions, and I customize strategies around their priorities, risk tolerance, time horizon, liquidity needs and goals. I am committed to applying Merrill's Goals-Based Wealth Management process to help clients pursue their most meaningful objectives, including those related to the lifestyle they wish to achieve and helping them secure a legacy that lasts beyond their lifetime.
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.
