As a Financial Advisor at Merrill Lynch Wealth Management, I focus on potential investment solutions tailored for businesses and high-net-worth individuals. My practice is primarily focused on working capital management, endowments, and employee benefits, including 401(k) and 403(b) retirement plans. I provide strategic financial strategies that help businesses optimize liquidity, enhance yield opportunities, and manage long-term investment management strategies. Through our enterprise relationship with Bank of America, I offer access to treasury services, lending solutions, and investment banking capabilities. Whether businesses are exploring IPO strategies, mergers and acquisitions, or other capital-raising opportunities, I leverage Bank of America's Investment Bank and our Private Sale Referral Network (PSRN) to connect them with the right expertise. Beyond business solutions, I also work closely with C-suite executives and high-net worth individuals, providing comprehensive private banking and wealth management services. My approach includes trust and estate planning services, customized lending, alternative investments, and exclusive access to our Chief Investment Office solutions. Through a personalized wealth strategy, I help my clients preserve, grow, and transfer their assets effectively. My goal is to deliver institutional-level financial solutions while maintaining a highly customized, client-focused experience. *Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group (ISG) of GWIM.