Working with the team means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to your life priorities. Helping you pursue your goals starts with getting to know you and your family. Understanding what matters most to you helps in the creation of a financial strategy that reflects your investment style and is built around your priorities. You’ll receive advice to help you navigate the inevitable changes that can occur in life.
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
CIMA®, CPFA®
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.
