I work closely with my clients by getting to know them and I ensure the advice I provide is in line with their short term and long-term goals. I have over 35- years’ experience in financial services that encompasses personal banking, lending, financial planning and investment management. I have the resources of the Merrill Lynch Wealth Management investment platform and the convenience of Bank of America banking services to help clients in all aspects of their financial goals. I am proud to be a member of Merrill who has a deep-seated tradition of participating within the communities that we serve. I have a passion for supporting my community and I currently serve on the board of Youngstown Area Goodwill and Vice President, Co-Founder of SightFor All United.
My clients are my extended family. I am genuine in my approach and I take pride getting to know my clients and to learn about thier experience that led them to where they are today. The world continues to change and it is important to stay up to date with those changes. I guide my clients to adjust when it is warranted to the ever changing finanical markets.
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.
