I am focused on developing solutions based upon the clients risk tolerance, time horizon, and liquidity needs for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals. My approach to wealth management is consultative, objective and committed to excellence. I take the time to listen to and review client financial situations, preferences and goals. From that, I make recommendations that accurately reflect each client's income and growth expectations, and further explore solutions that cover a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.
I started at Merrill in 1999 and in 2005 earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.
In addition, I went on to earn the Chartered Retirement Planning Counselor, CRPCTM designation due to my focus centering around helping clients create a sound retirement income strategy often originating from life transitions. This can be due to the loss of a spouse, divorce, retirement, inheritance, sale of a business or any situation that could potentially impact their current lifestyle.
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
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.
