What is amazing about the world right now is that the old rules about who makes money are gone. It is no longer just a white collar world. Wealth creation lies in all corners of this “no-collar” world; whether it be creatives, engineers, techies, influencers, entrepreneurs, the world has undeniably changed.
However, understanding finance is still essential. You need to be able to talk about your money with someone who respects and understands this shift, someone who wants to work in partnership to invest the wealth you have created and put you on a path to secure your financial goals.
Whatever power and confidence you have exerted to earn your money should be equally applied to plan and invest your hard-earned capital.
I frame the financial world for those who do not live in it on a daily basis. I communicate with clarity and collaborate with my clients to secure their well-deserved financial freedom.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
CFP®
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.
