I, along with my partner, Sharon Zeleznik, focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Our access to the investment insights of and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. We are driven by our passion for delivering excellent service and helping clients pursue their goals.
My mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. My partner and I help you design, implement and regularly review a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. Our wealth management approach is about using wealth to help turn goals into reality. When you succeed, we succeed.
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.
