I am a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management in White Plains, New York. My team and I help clients and their family members manage multiple aspects of their financial lives. We serve clients with care and approachability, attesting to our deep-seated interest in their long-term welfare.
I’ve worked in financial services since 2008. I have particular depth helping union members navigate important decisions about retirement and the impact of that transition on their investments and income stream. I also advise small business owners about the intersection of their professional and personal finances. Clients come to me with a range of needs. I welcome that interaction and am honored by their trust. I want to be the first phone call they make—whatever the issue—and won’t rest until I track down an answer. I pride myself on generating lasting ties with clients, grounded in warm and genuine relationships.
My goal is to help clients make informed decisions by evaluating opportunities and capitalizing on offerings. My work is tailored and personalized. Clients know how important they are to me because I show them through my actions. Service is something easy to talk about and harder to do. I make it my priority to deliver on—and exceed—client expectations.
In my free time, I love to travel—especially to Italy, but wherever my wanderlust takes me. I also enjoy the outdoors, golf, and photography.
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
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.