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. Some of the professions with which I work include healthcare providers (physicians, dentists, physician assistants, nurse practitioners, optometrists and nurses), healthcare executives, real estate professionals, trusts and 401K rollovers from previous employers. With the banking side that we offer, I can work closely with businesses to further meet their needs. Other services we can offer include HELOC, personal banking and checking, credit cards, insurance and comprehensive wealth/asset management. Scenarios where we can help in asset management also include newly divorced, inheritance, etc.##### *Banking and Lending Services are through Bank of America, N.A.*You have choices about what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs, and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investments and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information, please contact your Merrill Financial Advisor.