Managing your wealth starts with a thorough understanding of your complete financial picture. Centered on what matters most to you, I can help design a strategy that remains flexible in today’s changing markets. You’ll have access to Merrill’s investment insights along with the banking convenience and lending solutions of Bank of America. My goal is to help you pursue what’s important to you through personalized wealth management strategies.
I also embrace Merrill’s longstanding tradition of serving the communities where we live and work. This commitment inspires my active involvement and volunteer work with local organizations.
My 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. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
